WealthPlan Investment Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

WealthPlan Investment Management’s Portfolio FEX Stock Details FEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$626K	Buy
2025 Q2	$533K	Sell
2025 Q1	$503K	Sell
2024 Q4	$520K	Buy
2023 Q3	–	Sell
2023 Q2	$5.22K	Hold
2023 Q1	$5K	Sell
2022 Q4	$637K	Buy
2022 Q3	$593K	Buy
2022 Q1	$583K	Buy