Independent Advisor Alliance’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
Q1 | – | Sell |
-3,239
| Closed | -$338K | – | 966 |
|
|
2024
Q4 | $338K | Buy |
+3,239
| New | +$338K | ﹤0.01% | 1086 |
|
|
2020
Q1 | – | Sell |
-7,520
| Closed | -$491K | – | 525 |
|
|
2019
Q4 | $491K | Buy |
+7,520
| New | +$491K | 0.02% | 536 |
|
|
2017
Q2 | – | Sell |
-6,662
| Closed | -$341K | – | 274 |
|
|
2017
Q1 | $341K | Buy |
+6,662
| New | +$341K | 0.05% | 278 |
|