Modern Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Modern Wealth Management’s Portfolio FEX Stock Details FEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$365K	Sell
2025 Q1	$346K	Sell
2024 Q4	$359K	Sell
2024 Q3	$386K	Sell
2024 Q2	$360K	Sell
2024 Q1	$380K	Sell
2023 Q4	$355K	Buy