NewEdge Wealth’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
2,301
| – | – | ﹤0.01% | 871 |
|
|
2025
Q1 | $236K | Hold |
2,301
| – | – | ﹤0.01% | 842 |
|
|
2024
Q4 | $240K | Hold |
2,301
| – | – | ﹤0.01% | 832 |
|
|
2024
Q3 | $240K | Hold |
2,301
| – | – | ﹤0.01% | 784 |
|
|
2024
Q2 | $223K | Hold |
2,301
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $218K | Hold |
2,301
| – | – | ﹤0.01% | 747 |
|
|
2023
Q4 | $207K | Buy |
+2,301
| New | +$207K | 0.01% | 705 |
|