Icon Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$421K Hold
2025
Q2
$396K Hold
2025
Q1
$369K Hold
2024
Q4
$375K Hold
2024
Q3
$375K Hold
2024
Q2
$360K Hold
2024
Q1
$357K Hold
2023
Q4
$325K Buy
2022
Q4
$288K Hold
2022
Q3
$260K Buy