Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Hold |
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|
2025
Q2 | $366K | Hold |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $398K | Sell |
|
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|
2024
Q3 | $408K | Hold |
|
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|
2024
Q2 | $380K | Hold |
|
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|
2024
Q1 | $389K | Hold |
|
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|
2023
Q4 | $353K | Hold |
|
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $329K | Hold |
|
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $362K | Buy |
|