TWM
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TCFG Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

TCFG Wealth Management’s Portfolio FEX Stock Details FEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.39M Sell
21,738
-59
-0.3% -$6.49K 1.08% 13
2025
Q1 		$2.23M Buy
21,797
+4
+0% +$410 1.12% 15
2024
Q4 		$2.27M Sell
21,793
-1
-0% -$104 1.14% 16
2024
Q3 		$2.27M Buy
+21,794
New +$2.27M 1.14% 17