Pinnacle Wealth Planning Services’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 | $247K | Hold |
2,250
| – | – | 0.03% | 354 |
|
|
2025
Q1 | $231K | Hold |
2,250
| – | – | 0.03% | 323 |
|
|
2024
Q4 | $235K | Hold |
2,250
| – | – | 0.04% | 319 |
|
|
2024
Q3 | $234K | Hold |
2,250
| – | – | 0.03% | 400 |
|
|
2024
Q2 | $218K | Hold |
2,250
| – | – | 0.03% | 391 |
|
|
2024
Q1 | $223K | Hold |
2,250
| – | – | 0.03% | 384 |
|
|
2023
Q4 | $203K | Buy |
+2,250
| New | +$203K | 0.03% | 408 |
|