9WM
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9258 Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

9258 Wealth Management’s Portfolio FTA Stock Details FTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$963K Hold
12,168
– – 0.14% 125
2024
Q2 		$896K Buy
12,168
+1,955
+19% +$144K 0.14% 129
2024
Q1 		$780K Buy
+10,213
New +$780K 0.12% 146