Regal Investment 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
Q2 | $562K | Buy |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $429K | Sell |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $592K | Buy |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $425K | Sell |
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|
2019
Q2 | $435K | Sell |
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|
2019
Q1 | $425K | Sell |
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|
2018
Q4 | $434K | Buy |
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|
2018
Q3 | $395K | Sell |
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|
2018
Q2 | $497K | Buy |
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|
2018
Q1 | $490K | Buy |
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|
2017
Q4 | $491K | Sell |
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|
2017
Q3 | $517K | Buy |
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|
2017
Q2 | $501K | Hold |
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|
2017
Q1 | $486K | Buy |
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|
2016
Q4 | $458K | Buy |
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|
2016
Q3 | $438K | Sell |
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|
2016
Q2 | $437K | Hold |
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|
2016
Q1 | $433K | Sell |
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|
2015
Q4 | $424K | Buy |
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|
2015
Q3 | $378K | Sell |
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|
2015
Q2 | $429K | Hold |
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|
2015
Q1 | $436K | Sell |
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|
2014
Q4 | $432K | Hold |
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|
2014
Q3 | $412K | Hold |
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|
2014
Q2 | $419K | Buy |
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|
2014
Q1 | $383K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $297K | Sell |
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|
2013
Q2 | $294K | Buy |
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