World Equity Group’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
2025
Q1
Sell
-2,308
Closed -$241K 317
2024
Q4
$241K Sell
2,308
-260
-10% -$27.9K 0.05% 310
2024
Q3
$268K Buy
+2,568
New +$256K 0.1% 201
2023
Q2
Sell
-16,832
Closed -$598K 394
2023
Q1
$598K Buy
+16,832
New +$1.38M 0.09% 243

Other funds holding FEX

World Equity Group's FEX Position: Q1 2025 in Review

World Equity Group sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2025, closing a stake of 2,308 shares — an estimated $241K sold.

World Equity Group first reported a position in FEX in Q1 2023 and held it in 3 quarters. The position peaked at $598K in Q1 2023. 197 funds tracked by Wall St. Rank hold FEX as of Q1 2025.

  • World Equity Group reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 2,308 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2025, an estimated $241K.
  • World Equity Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2023 and held it in 3 quarters.
  • World Equity Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $598K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.