Steward Partners Investment Advisory’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 | $1.21M | Hold |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.31M | Hold |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.22M | Hold |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $993K | Sell |
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|
2023
Q3 | $906K | Sell |
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|
2023
Q2 | $956K | Buy |
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|
2023
Q1 | $907K | Buy |
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|
2022
Q4 | $857K | Sell |
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|
2022
Q3 | $779K | Sell |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $968K | Buy |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $935K | Hold |
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|
2021
Q2 | $941K | Sell |
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|
2021
Q1 | $880K | Sell |
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|
2020
Q4 | $815K | Sell |
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|
2020
Q3 | $794K | Buy |
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|
2020
Q2 | $721K | Buy |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $444K | Sell |
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|
2019
Q3 | $436K | Sell |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $495K | Sell |
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|
2018
Q4 | $448K | Buy |
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|
2018
Q3 | $466K | Sell |
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|
2018
Q2 | $453K | Sell |
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|
2018
Q1 | $610K | Sell |
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|
2017
Q4 | $640K | Buy |
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|
2017
Q3 | $449K | Buy |
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|
2017
Q2 | $90K | Sell |
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|
2017
Q1 | $140K | Buy |
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|
2016
Q4 | $60K | Buy |
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