IFP 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
Q2 | $290K | Buy |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $274K | Buy |
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|
2024
Q2 | $145K | Hold |
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|
2024
Q1 | $149K | Hold |
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|
2023
Q4 | $135K | Buy |
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|
2023
Q3 | $122K | Sell |
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|
2023
Q2 | $191K | Sell |
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|
2023
Q1 | $137K | Sell |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $349K | Hold |
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|
2022
Q1 | $349K | Buy |
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|
2021
Q4 | $357K | Hold |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $158K | Buy |
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|
2020
Q4 | $105K | Sell |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $90K | Hold |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $99K | Sell |
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|
2019
Q3 | $379K | Buy |
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|
2019
Q1 | $704K | Sell |
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|
2018
Q4 | $1.26M | Sell |
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|
2018
Q3 | $1.69M | Sell |
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|
2018
Q2 | $1.8M | Buy |
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|
2018
Q1 | $1.5M | Hold |
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|
2017
Q4 | $1.5M | Sell |
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|
2017
Q3 | $1.59M | Buy |
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|
2017
Q2 | $1.36M | Buy |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $991K | Sell |
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|
2016
Q3 | $1.02M | Sell |
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|
2016
Q2 | $988K | Buy |
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|
2016
Q1 | $704K | Sell |
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|
2015
Q4 | $1.42M | Buy |
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