Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $200K | Hold |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $214K | Hold |
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|
2018
Q3 | $239K | Sell |
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|
2018
Q2 | $255K | Hold |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $255K | Hold |
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|
2017
Q3 | $239K | Sell |
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|
2017
Q2 | $2.4M | Sell |
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|
2017
Q1 | $2.96M | Sell |
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|
2016
Q4 | $4.81M | Sell |
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|
2016
Q3 | $4.62M | Sell |
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|
2016
Q2 | $8.4M | Sell |
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|
2016
Q1 | $10.9M | Sell |
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|
2015
Q4 | $10.8M | Sell |
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|
2015
Q3 | $11.7M | Buy |
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|
2015
Q2 | $2.67M | Buy |
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|
2015
Q1 | $587K | Buy |
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|
2014
Q4 | $292K | Buy |
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