American Institute for Advanced Investment Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
2025
Q1
$548K Sell
2024
Q4
$598K Buy
2024
Q3
$614K Sell
2024
Q2
$577K Sell
2024
Q1
$624K Sell
2023
Q4
$637K Buy
2023
Q3
$500K Buy
2023
Q2
$316K Buy