Kaydan Wealth Management’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 | $1.22M | Sell |
11,080
-63
| -0.6% | -$6.93K | 0.4% | 34 |
|
|
2025
Q1 | $1.14M | Sell |
11,143
-20
| -0.2% | -$2.05K | 0.37% | 33 |
|
|
2024
Q4 | $1.16M | Sell |
11,163
-540
| -5% | -$56.3K | 0.39% | 30 |
|
|
2024
Q3 | $1.22M | Sell |
11,703
-539
| -4% | -$56.1K | 0.36% | 30 |
|
|
2024
Q2 | $1.19M | Sell |
12,242
-10
| -0.1% | -$970 | 0.42% | 31 |
|
|
2024
Q1 | $1.22M | Sell |
12,252
-228
| -2% | -$22.6K | 0.41% | 29 |
|
|
2023
Q4 | $1.13M | Sell |
12,480
-497
| -4% | -$44.8K | 0.46% | 30 |
|
|
2023
Q3 | $1.05M | Sell |
12,977
-417
| -3% | -$33.8K | 0.42% | 27 |
|
|
2023
Q2 | $1.13M | Sell |
13,394
-1,436
| -10% | -$121K | 0.47% | 26 |
|
|
2023
Q1 | $1.19M | Sell |
14,830
-1,432
| -9% | -$115K | 0.49% | 23 |
|
|
2022
Q4 | $1.3M | Sell |
16,262
-1,010
| -6% | -$80.9K | 0.52% | 23 |
|
|
2022
Q3 | $1.25M | Sell |
17,272
-648
| -4% | -$46.8K | 0.69% | 20 |
|
|
2022
Q2 | $1.36M | Sell |
17,920
-131
| -0.7% | -$9.97K | 0.76% | 18 |
|
|
2022
Q1 | $1.59M | Sell |
18,051
-53
| -0.3% | -$4.68K | 0.7% | 25 |
|
|
2021
Q4 | $1.67M | Buy |
+18,104
| New | +$1.67M | 0.63% | 25 |
|