Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $992K | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $922K | Buy |
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|
2023
Q3 | $828K | Sell |
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|
2023
Q2 | $892K | Buy |
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|
2023
Q1 | $854K | Buy |
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|
2022
Q4 | $849K | Buy |
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|
2022
Q3 | $765K | Buy |
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|
2022
Q2 | $806K | Buy |
|
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|
2022
Q1 | $934K | Buy |
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|
2021
Q4 | $977K | Buy |
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|
2021
Q3 | $902K | Buy |
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|
2021
Q2 | $908K | Sell |
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|
2021
Q1 | $850K | Buy |
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|
2020
Q4 | $812K | Buy |
|