Western Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,993
Closed -$204K 729
2025
Q1
$204K Sell
1,993
-503
-20% -$51.5K 0.01% 646
2024
Q4
$260K Sell
2,496
-196
-7% -$20.4K 0.02% 562
2024
Q3
$280K Sell
2,692
-203
-7% -$21.1K 0.02% 622
2024
Q2
$281K Buy
+2,895
New +$281K 0.02% 518