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Kingswood Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Kingswood Wealth Advisors’s Portfolio FEX Stock Details FEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,217
Closed -$336K – 760
2024
Q4 		$336K Buy
+3,217
New +$336K 0.03% 568