IA
Insight Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
2,289
+4
| +0.2% | +$440 | 0.04% | 238 |
|
|
2025
Q1 | $234K | Buy |
2,285
+11
| +0.5% | +$1.13K | 0.04% | 248 |
|
|
2024
Q4 | $238K | Hold |
2,274
| – | – | 0.04% | 252 |
|
|
2024
Q3 | $237K | Buy |
2,274
+5
| +0.2% | +$521 | 0.04% | 261 |
|
|
2024
Q2 | $220K | Buy |
2,269
+4
| +0.2% | +$388 | 0.04% | 266 |
|
|
2024
Q1 | $225K | Buy |
2,265
+10
| +0.4% | +$992 | 0.04% | 269 |
|
|
2023
Q4 | $203K | Buy |
+2,255
| New | +$203K | 0.04% | 270 |
|
|
2022
Q2 | – | Sell |
-2,448
| Closed | -$216K | – | 309 |
|
|
2022
Q1 | $216K | Buy |
2,448
+3
| +0.1% | +$265 | 0.06% | 291 |
|
|
2021
Q4 | $226K | Buy |
2,445
+5
| +0.2% | +$462 | 0.07% | 283 |
|
|
2021
Q3 | $224K | Buy |
2,440
+4
| +0.2% | +$367 | 0.07% | 278 |
|
|
2021
Q2 | $212K | Buy |
2,436
+2
| +0.1% | +$174 | 0.07% | 292 |
|
|
2021
Q1 | $204K | Sell |
2,434
-298
| -11% | -$25K | 0.06% | 313 |
|
|
2020
Q4 | $201K | Buy |
+2,732
| New | +$201K | 0.08% | 255 |
|