Kozak & Associates’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
Q3 | $12.8K | Buy |
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|
2025
Q2 | $12.5K | Hold |
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|
2025
Q1 | $10.9K | Hold |
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|
2024
Q4 | $11.8K | Buy |
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|
2024
Q3 | $11.8K | Hold |
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|
2024
Q2 | $10.7K | Hold |
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|
2024
Q1 | $10.9K | Buy |
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|
2023
Q4 | $9.82K | Hold |
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|
2023
Q3 | $8.82K | Buy |
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|
2023
Q2 | $9.23K | Hold |
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|
2023
Q1 | $8.75K | Buy |
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|
2022
Q4 | $9K | Hold |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $10K | Buy |
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