LIA
LBMC Investment Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-35,378
| Closed | -$1.53M | – | 67 |
|
|
2015
Q4 | $1.53M | Buy |
35,378
+115
| +0.3% | +$4.97K | 0.33% | 24 |
|
|
2015
Q3 | $1.48M | Buy |
35,263
+105
| +0.3% | +$4.39K | 0.33% | 23 |
|
|
2015
Q2 | $1.61M | Hold |
35,158
| – | – | 0.34% | 22 |
|
|
2015
Q1 | $1.64M | Hold |
35,158
| – | – | 0.37% | 21 |
|
|
2014
Q4 | $1.6M | Buy |
+35,158
| New | +$1.6M | 0.37% | 21 |
|