Summit Wealth Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-64
Closed -$5K 111
2021
Q2
$5K Hold
64
0.01% 130
2021
Q1
$5K Buy
+64
New +$5K 0.01% 121