1776 Wealth’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $725K | Hold |
4,801
| – | – | 0.3% | 62 |
|
2025
Q1 | $631K | Hold |
4,801
| – | – | 0.29% | 66 |
|
2024
Q4 | $664K | Hold |
4,801
| – | – | 0.31% | 62 |
|
2024
Q3 | $631K | Sell |
4,801
-406
| -8% | -$53.4K | 0.28% | 67 |
|
2024
Q2 | $638K | Sell |
5,207
-153
| -3% | -$18.7K | 0.29% | 68 |
|
2024
Q1 | $661K | Hold |
5,360
| – | – | 0.31% | 60 |
|
2023
Q4 | $587K | Hold |
5,360
| – | – | 0.29% | 66 |
|
2023
Q3 | $519K | Hold |
5,360
| – | – | 0.27% | 62 |
|
2023
Q2 | $543K | Buy |
5,360
+394
| +8% | +$39.9K | 0.29% | 66 |
|
2023
Q1 | $462K | Hold |
4,966
| – | – | 0.28% | 67 |
|
2022
Q4 | $454K | Sell |
4,966
-16
| -0.3% | -$1.46K | 0.33% | 60 |
|
2022
Q3 | $426K | Hold |
4,982
| – | – | 0.32% | 62 |
|
2022
Q2 | $439K | Buy |
4,982
+106
| +2% | +$9.34K | 0.31% | 68 |
|
2022
Q1 | $520K | Sell |
4,876
-695
| -12% | -$74.1K | 0.3% | 64 |
|
2021
Q4 | $670K | Buy |
5,571
+665
| +14% | +$80K | 0.36% | 49 |
|
2021
Q3 | $545K | Sell |
4,906
-2,082
| -30% | -$231K | 0.31% | 52 |
|
2021
Q2 | $767K | Hold |
6,988
| – | – | 0.43% | 39 |
|
2021
Q1 | $682K | Sell |
6,988
-276
| -4% | -$26.9K | 0.43% | 40 |
|
2020
Q4 | $702K | Buy |
7,264
+23
| +0.3% | +$2.22K | 0.44% | 39 |
|
2020
Q3 | $608K | Sell |
7,241
-249
| -3% | -$20.9K | 0.44% | 36 |
|
2020
Q2 | $573K | Sell |
7,490
-10,568
| -59% | -$808K | 0.39% | 38 |
|
2020
Q1 | $1.19M | Buy |
18,058
+9,575
| +113% | +$632K | 0.5% | 35 |
|
2019
Q4 | $618K | Buy |
+8,483
| New | +$618K | 0.53% | 33 |
|