Perigon 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
$365K Hold
2025
Q2
$344K Hold
2025
Q1
$320K Hold
2024
Q4
$337K Sell
2024
Q3
$356K Hold
2024
Q2
$332K Hold
2024
Q1
$339K Hold
2023
Q4
$308K Buy