Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Buy |
|