World 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,252
| Closed | -$343K | – | 149 |
|
|
2019
Q4 | $343K | Sell |
5,252
-546
| -9% | -$35.7K | 0.13% | 100 |
|
|
2019
Q3 | $353K | Buy |
5,798
+1,835
| +46% | +$112K | 0.15% | 82 |
|
|
2019
Q2 | $240K | Sell |
3,963
-28
| -0.7% | -$1.7K | 0.11% | 115 |
|
|
2019
Q1 | $237K | Buy |
3,991
+187
| +5% | +$11.1K | 0.11% | 105 |
|
|
2018
Q4 | $222K | Buy |
+3,804
| New | +$222K | 0.1% | 135 |
|