Peterson Wealth Advisors’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
2020
Q2
Sell
-15,319
Closed -$730K 48
2020
Q1
$730K Buy
+15,319
New +$730K 0.47% 21
2018
Q2
Sell
-3,457
Closed -$202K 45
2018
Q1
$202K Buy
3,457
+7
+0.2% +$409 0.17% 47
2017
Q4
$202K Buy
+3,450
New +$202K 0.18% 44