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 |
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2025
Q1 | $7.8M | Sell |
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2024
Q4 | $9.1M | Sell |
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2024
Q3 | $10.2M | Buy |
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2019
Q2 | – | Sell |
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2019
Q1 | $983K | Buy |
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2018
Q4 | $858K | Sell |
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2018
Q3 | $1.06M | Sell |
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2018
Q2 | $1.03M | Buy |
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2018
Q1 | $788K | Buy |
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2017
Q4 | $716K | Buy |
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2017
Q3 | $465K | Buy |
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2017
Q2 | $353K | Buy |
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2017
Q1 | $265K | Buy |
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