Sterling Investment Advisors (Pennsylvania)’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
Q2 | $731K | Buy |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $713K | Sell |
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|
2024
Q3 | $733K | Hold |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $728K | Buy |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $594K | Hold |
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|
2023
Q2 | $615K | Sell |
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|
2023
Q1 | $964K | Buy |
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|
2022
Q4 | $947K | Sell |
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|
2022
Q3 | $913K | Hold |
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|
2022
Q2 | $961K | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $946K | Sell |
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|
2020
Q3 | $859K | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $878K | Sell |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.25M | Sell |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.32M | Buy |
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|
2018
Q3 | $1.55M | Sell |
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|
2018
Q2 | $1.66M | Sell |
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|
2018
Q1 | $1.7M | Buy |
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|
2017
Q4 | $1.69M | Sell |
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|
2017
Q3 | $1.62M | Hold |
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|
2017
Q2 | $1.57M | Buy |
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|
2017
Q1 | $1.32M | Sell |
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|
2016
Q4 | $1.26M | Buy |
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