KWM
Kingsview Wealth Management’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 | $8.09M | Sell |
73,603
-2,532
| -3% | -$278K | 0.14% | 162 |
|
|
2025
Q1 | $7.8M | Sell |
76,135
-11,082
| -13% | -$1.14M | 0.15% | 154 |
|
|
2024
Q4 | $9.1M | Sell |
87,217
-10,622
| -11% | -$1.11M | 0.18% | 117 |
|
|
2024
Q3 | $10.2M | Buy |
+97,839
| New | +$10.2M | 0.21% | 89 |
|
|
2019
Q2 | – | Sell |
-16,513
| Closed | -$983K | – | 428 |
|
|
2019
Q1 | $983K | Buy |
16,513
+44
| +0.3% | +$2.62K | 0.15% | 178 |
|
|
2018
Q4 | $858K | Sell |
16,469
-452
| -3% | -$23.5K | 0.19% | 146 |
|
|
2018
Q3 | $1.06M | Sell |
16,921
-415
| -2% | -$25.9K | 0.21% | 138 |
|
|
2018
Q2 | $1.03M | Buy |
17,336
+3,841
| +28% | +$228K | 0.25% | 124 |
|
|
2018
Q1 | $788K | Buy |
13,495
+1,270
| +10% | +$74.2K | 0.2% | 144 |
|
|
2017
Q4 | $716K | Buy |
12,225
+3,748
| +44% | +$220K | 0.26% | 121 |
|
|
2017
Q3 | $465K | Buy |
8,477
+1,845
| +28% | +$101K | 0.2% | 148 |
|
|
2017
Q2 | $353K | Buy |
6,632
+1,507
| +29% | +$80.2K | 0.18% | 159 |
|
|
2017
Q1 | $265K | Buy |
+5,125
| New | +$265K | 0.16% | 191 |
|