Lenox Wealth Management’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
2020
Q2
$87K Hold
2020
Q1
$69K Hold
2019
Q4
$96K Hold
2019
Q3
$89K Hold
2019
Q2
$89K Hold
2019
Q1
$87K Buy
2018
Q4
$2K Sell
2018
Q3
$6K Buy