Kingsview Wealth Management’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
$8.09M Sell
2025
Q1
$7.8M Sell
2024
Q4
$9.1M Sell
2024
Q3
$10.2M Buy
2019
Q2
Sell
2019
Q1
$983K Buy
2018
Q4
$858K Sell
2018
Q3
$1.06M Sell
2018
Q2
$1.03M Buy
2018
Q1
$788K Buy
2017
Q4
$716K Buy
2017
Q3
$465K Buy
2017
Q2
$353K Buy
2017
Q1
$265K Buy