Merit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $378K | Buy |
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|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $380K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $508K | Sell |
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|
2018
Q2 | $519K | Buy |
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