Householder Group Estate & Retirement Specialist’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $314K | Hold |
3,018
| – | – | 0.23% | 70 |
|
|
2024
Q3 | $314K | Buy |
3,018
+142
| +5% | +$14.8K | 0.09% | 187 |
|
|
2024
Q2 | $278K | Hold |
2,876
| – | – | 0.08% | 196 |
|
|
2024
Q1 | $285K | Hold |
2,876
| – | – | 0.08% | 194 |
|
|
2023
Q4 | $259K | Buy |
2,876
+1,388
| +93% | +$125K | 0.09% | 205 |
|
|
2023
Q3 | $121K | Buy |
+1,488
| New | +$121K | 0.04% | 283 |
|
|
2023
Q1 | $75K | Buy |
+932
| New | +$75K | 0.03% | 361 |
|
|
2022
Q4 | – | Sell |
-932
| Closed | -$67K | – | 562 |
|
|
2022
Q3 | $67K | Buy |
+932
| New | +$67K | 0.03% | 338 |
|