WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $684K | Sell |
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|
2024
Q1 | $723K | Sell |
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|
2023
Q4 | $696K | Sell |
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|
2023
Q3 | $631K | Buy |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q1 | $583K | Sell |
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|
2021
Q4 | $618K | Sell |
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|
2021
Q3 | $804K | Buy |
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|
2021
Q2 | $734K | Sell |
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|
2021
Q1 | $713K | Sell |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q3 | $591K | Sell |
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|
2020
Q2 | $614K | Sell |
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|
2020
Q1 | $529K | Sell |
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|
2019
Q4 | $705K | Sell |
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|
2019
Q3 | $681K | Sell |
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|
2019
Q2 | $769K | Sell |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.25M | Sell |
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|
2018
Q3 | $1.35M | Sell |
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|
2018
Q2 | $3.21M | Buy |
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|
2018
Q1 | $2.57M | Buy |
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|
2017
Q4 | $1.96M | Sell |
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|
2017
Q3 | $1.9M | Sell |
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|
2017
Q2 | $11.7M | Buy |
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|
2017
Q1 | $1.53M | Buy |
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|
2016
Q3 | $15.1M | Sell |
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|
2016
Q2 | $16.1M | Buy |
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|
2015
Q4 | $21.3M | Buy |
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|
2015
Q2 | $13.7M | Buy |
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|
2015
Q1 | $10.5M | Buy |
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