Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $746K | Buy |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $537K | Buy |
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|
2020
Q1 | $393K | Buy |
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|
2019
Q4 | $343K | Sell |
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|
2019
Q3 | $361K | Sell |
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|
2019
Q2 | $370K | Sell |
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|
2019
Q1 | $679K | Buy |
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|
2018
Q4 | $508K | Buy |
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|
2018
Q3 | $459K | Sell |
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|
2018
Q2 | $497K | Sell |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $1.52M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3.75M | Sell |
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|
2017
Q1 | $5.87M | Buy |
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|
2016
Q4 | $4.42M | Buy |
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|
2016
Q3 | $835K | Buy |
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|
2016
Q2 | $756K | Sell |
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|
2016
Q1 | $954K | Sell |
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|
2015
Q4 | $942K | Buy |
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|
2015
Q3 | $826K | Buy |
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|
2015
Q2 | $814K | Buy |
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|
2015
Q1 | $689K | Buy |
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|
2014
Q4 | $463K | Buy |
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