Kestra Private Wealth Services’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 | $1.07M | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $952K | Buy |
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|
2024
Q2 | $874K | Sell |
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|
2024
Q1 | $916K | Sell |
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|
2023
Q4 | $853K | Buy |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $786K | Buy |
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|
2022
Q3 | $644K | Sell |
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|
2022
Q2 | $694K | Sell |
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|
2022
Q1 | $814K | Sell |
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|
2021
Q4 | $872K | Sell |
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|
2021
Q3 | $841K | Buy |
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|
2021
Q2 | $815K | Buy |
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|
2021
Q1 | $760K | Sell |
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|
2020
Q4 | $700K | Buy |
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|
2020
Q3 | $592K | Buy |
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