SOA Wealth Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17K | Buy |
356
+7
| +2% | +$335 | ﹤0.01% | 532 |
|
2025
Q1 | $14.3K | Buy |
349
+1
| +0.3% | +$41 | ﹤0.01% | 521 |
|
2024
Q4 | $12.5K | Buy |
348
+2
| +0.6% | +$72 | ﹤0.01% | 526 |
|
2024
Q3 | $13.5K | Buy |
346
+3
| +0.9% | +$117 | ﹤0.01% | 502 |
|
2024
Q2 | $12.6K | Buy |
343
+8
| +2% | +$295 | ﹤0.01% | 505 |
|
2024
Q1 | $12.6K | Buy |
335
+5
| +2% | +$188 | ﹤0.01% | 506 |
|
2023
Q4 | $12K | Buy |
330
+1
| +0.3% | +$36 | ﹤0.01% | 500 |
|
2023
Q3 | $10.9K | Buy |
329
+8
| +2% | +$264 | ﹤0.01% | 512 |
|
2023
Q2 | $11.1K | Hold |
321
| – | – | ﹤0.01% | 520 |
|
2023
Q1 | $11.2K | Hold |
321
| – | – | ﹤0.01% | 513 |
|
2022
Q4 | $10.3K | Buy |
321
+2
| +0.6% | +$64 | ﹤0.01% | 514 |
|
2022
Q3 | $8K | Buy |
319
+8
| +3% | +$201 | ﹤0.01% | 534 |
|
2022
Q2 | $9K | Hold |
311
| – | – | ﹤0.01% | 507 |
|
2022
Q1 | $12K | Buy |
311
+4
| +1% | +$154 | ﹤0.01% | 552 |
|
2021
Q4 | $13K | Buy |
307
+1
| +0.3% | +$42 | ﹤0.01% | 522 |
|
2021
Q3 | $12K | Buy |
306
+5
| +2% | +$196 | ﹤0.01% | 544 |
|
2021
Q2 | $12K | Buy |
301
+1
| +0.3% | +$40 | ﹤0.01% | 547 |
|
2021
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 481 |
|
2020
Q4 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 494 |
|