TCM
Triumph Capital Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Buy |
82,967
+454
| +0.6% | +$49.9K | 2.74% | 3 |
|
|
2025
Q1 | $8.45M | Buy |
82,513
+373
| +0.5% | +$38.2K | 2.82% | 4 |
|
|
2024
Q4 | $8.57M | Buy |
82,140
+137
| +0.2% | +$14.3K | 2.93% | 4 |
|
|
2024
Q3 | $8.54M | Buy |
82,003
+18
| +0% | +$1.88K | 3.04% | 4 |
|
|
2024
Q2 | $7.95M | Buy |
81,985
+3,045
| +4% | +$295K | 3.11% | 4 |
|
|
2024
Q1 | $7.8M | Buy |
78,940
+8,353
| +12% | +$826K | 3.18% | 5 |
|
|
2023
Q4 | $6.36M | Buy |
70,587
+2,130
| +3% | +$192K | 2.7% | 6 |
|
|
2023
Q3 | $5.55M | Buy |
68,457
+9,132
| +15% | +$741K | 2.52% | 7 |
|
|
2023
Q2 | $4.98M | Buy |
+59,325
| New | +$4.98M | 2.26% | 6 |
|