Spire Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.72K | Sell |
36
-1,300
| -97% | -$62.1K | ﹤0.01% | 2203 |
|
2025
Q1 | $54.5K | Hold |
1,336
| – | – | ﹤0.01% | 1246 |
|
2024
Q4 | $47.8K | Hold |
1,336
| – | – | ﹤0.01% | 1305 |
|
2024
Q3 | $52K | Hold |
1,336
| – | – | ﹤0.01% | 1122 |
|
2024
Q2 | $49.2K | Hold |
1,336
| – | – | ﹤0.01% | 1128 |
|
2024
Q1 | $50.2K | Sell |
1,336
-77
| -5% | -$2.89K | ﹤0.01% | 1212 |
|
2023
Q4 | $49.5K | Hold |
1,413
| – | – | ﹤0.01% | 1206 |
|
2023
Q3 | $46.6K | Sell |
1,413
-119
| -8% | -$3.93K | ﹤0.01% | 1196 |
|
2023
Q2 | $52.7K | Sell |
1,532
-59
| -4% | -$2.03K | ﹤0.01% | 1179 |
|
2023
Q1 | $55.3K | Buy |
1,591
+1,490
| +1,475% | +$51.8K | ﹤0.01% | 1162 |
|
2022
Q4 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 1958 |
|
2022
Q3 | – | Sell |
-13,990
| Closed | -$438K | – | 2313 |
|
2022
Q2 | $438K | Sell |
13,990
-6,709
| -32% | -$210K | 0.02% | 514 |
|
2022
Q1 | $800K | Sell |
20,699
-105
| -0.5% | -$4.06K | 0.02% | 441 |
|
2021
Q4 | $896K | Buy |
20,804
+76
| +0.4% | +$3.27K | 0.02% | 498 |
|
2021
Q3 | $869K | Buy |
20,728
+19,428
| +1,494% | +$814K | 0.02% | 440 |
|
2021
Q2 | $55K | Hold |
1,300
| – | – | ﹤0.01% | 1441 |
|
2021
Q1 | $53K | Buy |
+1,300
| New | +$53K | ﹤0.01% | 1695 |
|