Iams Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
14,455
-1,071
| -7% | -$51.2K | 0.32% | 86 |
|
|
2025
Q1 | $634K | Sell |
15,526
-1,307
| -8% | -$53.4K | 0.29% | 93 |
|
|
2024
Q4 | $603K | Buy |
16,833
+466
| +3% | +$16.7K | 0.28% | 94 |
|
|
2024
Q3 | $637K | Buy |
16,367
+2,440
| +18% | +$95K | 0.31% | 89 |
|
|
2024
Q2 | $513K | Sell |
13,927
-5,270
| -27% | -$194K | 0.28% | 94 |
|
|
2024
Q1 | $696K | Buy |
19,197
+89
| +0.5% | +$3.23K | 0.43% | 69 |
|
|
2023
Q4 | $694K | Sell |
19,108
-564
| -3% | -$20.5K | 0.45% | 66 |
|
|
2023
Q3 | $649K | Buy |
+19,672
| New | +$649K | 0.45% | 70 |
|
|
2023
Q2 | – | Sell |
-19,676
| Closed | -$684K | – | 37 |
|
|
2023
Q1 | $684K | Buy |
19,676
+158
| +0.8% | +$5.49K | 0.57% | 59 |
|
|
2022
Q4 | $628K | Buy |
+19,518
| New | +$628K | 0.64% | 50 |
|