Perennial 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
$333K Buy
2025
Q1
$309K Buy
2024
Q4
$314K Buy
2024
Q3
$312K Buy
2024
Q2
$290K Buy
2024
Q1
$296K Buy
2023
Q4
$267K Hold
2023
Q3
$240K Buy
2023
Q2
$248K Buy
2023
Q1
$237K Buy