OneDigital Investment Advisors’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
Q2
$649K Sell
2025
Q1
$605K Sell
2024
Q4
$641K Sell
2024
Q3
$654K Sell
2024
Q2
$635K Buy
2019
Q3
Sell
2019
Q2
$4K Buy
2019
Q1
$2K Hold
2018
Q4
$1K Hold
2018
Q3
$2K Buy