Simon Quick Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-203
| Closed | -$13K | – | 556 |
|
|
2019
Q4 | $13K | Buy |
203
+1
| +0.5% | +$64 | ﹤0.01% | 364 |
|
|
2019
Q3 | $12K | Buy |
202
+1
| +0.5% | +$59 | 0.01% | 256 |
|
|
2019
Q2 | $12.3K | Hold |
201
| – | – | 0.01% | 210 |
|
|
2019
Q1 | $12K | Buy |
+201
| New | +$12K | 0.01% | 333 |
|