Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $127K | Buy |
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|
2025
Q2 | $120K | Sell |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $292K | Sell |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $146K | Sell |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $665K | Buy |
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|
2021
Q2 | $457K | Buy |
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|
2021
Q1 | $351K | Buy |
|