Potentia Wealth’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Sell	12,070 -3,223	-21%	-$354K	0.76%	17
2025 Q1	$1.57M	Sell	15,293 -783	-5%	-$80.2K	0.73%	23
2024 Q4	$1.68M	Buy	+16,076	New	+$1.68M	0.75%	26