Sebold Capital Management’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 | $604K | Buy |
5,497
+640
| +13% | +$70.4K | 0.37% | 40 |
|
|
2025
Q1 | $498K | Hold |
4,857
| – | – | 0.33% | 40 |
|
|
2024
Q4 | $507K | Buy |
4,857
+17
| +0.4% | +$1.77K | 0.34% | 39 |
|
|
2024
Q3 | $504K | Sell |
4,840
-899
| -16% | -$93.6K | 0.33% | 38 |
|
|
2024
Q2 | $557K | Sell |
5,739
-358
| -6% | -$34.7K | 0.38% | 38 |
|
|
2024
Q1 | $605K | Sell |
6,097
-52
| -0.8% | -$5.16K | 0.41% | 38 |
|
|
2023
Q4 | $554K | Hold |
6,149
| – | – | 0.41% | 38 |
|
|
2023
Q3 | $499K | Hold |
6,149
| – | – | 0.41% | 38 |
|
|
2023
Q2 | $517K | Buy |
6,149
+1,005
| +20% | +$84.4K | 0.41% | 38 |
|
|
2023
Q1 | $414K | Buy |
5,144
+11
| +0.2% | +$886 | 0.33% | 44 |
|
|
2022
Q4 | $411K | Buy |
+5,133
| New | +$411K | 0.34% | 41 |
|