Kovitz Investment Group Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$861K	Buy	7,831 +2	+0%	+$220	﹤0.01%	830
2025 Q1	$802K	Buy	7,829 +3	+0%	+$307	﹤0.01%	791
2024 Q4	$816K	Buy	+7,826	New	+$816K	﹤0.01%	762