Altus Wealth Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,763
| Closed | -$251K | – | 132 |
|
|
2023
Q2 | $251K | Hold |
3,763
| – | – | 0.15% | 117 |
|
|
2023
Q1 | $250K | Hold |
3,763
| – | – | 0.17% | 113 |
|
|
2022
Q4 | $248K | Buy |
+3,763
| New | +$248K | 0.19% | 111 |
|
|
2021
Q1 | – | Sell |
-2,036
| Closed | -$112K | – | 395 |
|
|
2020
Q4 | $112K | Buy |
+2,036
| New | +$112K | 0.11% | 126 |
|