Summit Financial’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 | $1.44M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $884K | Sell |
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|
2024
Q3 | $885K | Sell |
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|
2024
Q2 | $837K | Sell |
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|
2024
Q1 | $975K | Buy |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $500K | Hold |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $504K | Sell |
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|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $753K | Buy |
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|
2021
Q3 | $614K | Buy |
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