Plante Moran Financial 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
Q3 | $363K | Buy |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $193K | Hold |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $234K | Hold |
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|
2020
Q4 | $215K | Hold |
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|
2020
Q3 | $185K | Hold |
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|
2020
Q2 | $174K | Sell |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $462K | Sell |
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|
2019
Q3 | $435K | Hold |
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|
2019
Q2 | $438K | Hold |
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|
2019
Q1 | $425K | Hold |
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|
2018
Q4 | $372K | Buy |
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|
2018
Q3 | $273K | Hold |
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|
2018
Q2 | $259K | Buy |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $211K | Hold |
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|
2017
Q3 | $197K | Hold |
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|
2017
Q2 | $191K | Buy |
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