Principal Securities’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 | $174K | Hold |
1,578
| – | – | ﹤0.01% | 1290 |
|
|
2025
Q1 | $165K | Hold |
1,578
| – | – | ﹤0.01% | 1212 |
|
|
2024
Q4 | $165K | Hold |
1,578
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q3 | $164K | Buy |
1,578
+28
| +2% | +$2.92K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $150K | Hold |
1,550
| – | – | ﹤0.01% | 1166 |
|
|
2024
Q1 | $154K | Hold |
1,550
| – | – | ﹤0.01% | 1120 |
|
|
2023
Q4 | $140K | Buy |
+1,550
| New | +$140K | 0.01% | 1069 |
|