Integrated Wealth Concepts’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 | $1.24M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.11M | Buy |
|
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|
2024
Q2 | $1.03M | Buy |
|
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|
2024
Q1 | $1.05M | Sell |
|
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|
2023
Q4 | $1.01M | Sell |
|
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|
2023
Q3 | $2.01M | Buy |
|
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|
2023
Q2 | $2.07M | Buy |
|
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|
2023
Q1 | $1.86M | Buy |
|
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|
2022
Q4 | $656K | Buy |
|
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|
2022
Q3 | $564K | Buy |
|
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|
2022
Q2 | $593K | Buy |
|
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|
2022
Q1 | $615K | Sell |
|
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | $625K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $972K | Buy |
|