Icon Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Hold |
3,600
| – | – | 0.03% | 279 |
|
|
2025
Q1 | $369K | Hold |
3,600
| – | – | 0.03% | 259 |
|
|
2024
Q4 | $375K | Hold |
3,600
| – | – | 0.03% | 259 |
|
|
2024
Q3 | $375K | Hold |
3,600
| – | – | 0.03% | 250 |
|
|
2024
Q2 | $360K | Hold |
3,600
| – | – | 0.03% | 254 |
|
|
2024
Q1 | $357K | Hold |
3,600
| – | – | 0.03% | 249 |
|
|
2023
Q4 | $325K | Buy |
+3,600
| New | +$325K | 0.03% | 255 |
|
|
2022
Q4 | $288K | Hold |
3,600
| – | – | 0.03% | 256 |
|
|
2022
Q3 | $260K | Buy |
+3,600
| New | +$260K | 0.03% | 263 |
|