AIFAIM
American Institute for Advanced Investment Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
6,260
-885
| -12% | -$69.6K | 0.35% | 78 |
|
|
2025
Q1 | $548K | Sell |
7,145
-680
| -9% | -$52.2K | 0.42% | 69 |
|
|
2024
Q4 | $598K | Buy |
7,825
+70
| +0.9% | +$5.35K | 0.45% | 67 |
|
|
2024
Q3 | $614K | Sell |
7,755
-90
| -1% | -$7.12K | 0.44% | 64 |
|
|
2024
Q2 | $577K | Sell |
7,845
-325
| -4% | -$23.9K | 0.44% | 63 |
|
|
2024
Q1 | $624K | Sell |
8,170
-825
| -9% | -$63K | 0.49% | 57 |
|
|
2023
Q4 | $637K | Buy |
8,995
+1,275
| +17% | +$90.3K | 0.56% | 50 |
|
|
2023
Q3 | $500K | Buy |
7,720
+2,975
| +63% | +$193K | 0.46% | 64 |
|
|
2023
Q2 | $316K | Buy |
+4,745
| New | +$316K | 0.28% | 86 |
|