USAdvisors Wealth Management’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
Q1
Sell
2024
Q4
$632K Sell
2024
Q3
$752K Hold
2024
Q2
$702K Sell
2024
Q1
$800K Buy
2023
Q4
$728K Sell
2023
Q3
$5.44M Buy
2023
Q2
$4.99M Sell
2023
Q1
$5.61M Sell
2022
Q4
$5.84M Sell
2022
Q3
$5.43M Sell
2022
Q2
$5.77M Sell
2022
Q1
$7.41M Sell
2021
Q4
$8.58M Buy
2021
Q3
$7.84M Buy
2021
Q2
$7.06M Sell
2021
Q1
$7.08M Buy