Wetzel Investment Advisors’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 | $1.08M | Sell |
9,861
-2,897
| -23% | -$319K | 0.5% | 36 |
|
|
2025
Q1 | $1.31M | Sell |
12,758
-366
| -3% | -$37.5K | 0.66% | 32 |
|
|
2024
Q4 | $1.37M | Sell |
13,124
-850
| -6% | -$88.7K | 0.68% | 32 |
|
|
2024
Q3 | $1.46M | Sell |
13,974
-539
| -4% | -$56.1K | 0.73% | 30 |
|
|
2024
Q2 | $1.44M | Buy |
14,513
+178
| +1% | +$17.7K | 0.82% | 28 |
|
|
2024
Q1 | $1.34M | Sell |
14,335
-586
| -4% | -$54.9K | 0.79% | 28 |
|
|
2023
Q4 | $1.35M | Buy |
+14,921
| New | +$1.35M | 0.83% | 26 |
|