Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Hold |
207
| – | – | ﹤0.01% | 1255 |
|
|
2025
Q1 | $15.9K | Hold |
207
| – | – | ﹤0.01% | 1218 |
|
|
2024
Q4 | $15.8K | Hold |
207
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q3 | $16.4K | Hold |
207
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q2 | $15.2K | Buy |
+207
| New | +$15.2K | ﹤0.01% | 1187 |
|
|
2020
Q1 | – | Sell |
-357
| Closed | -$20K | – | 1380 |
|
|
2019
Q4 | $20K | Buy |
+357
| New | +$20K | ﹤0.01% | 1048 |
|
|
2018
Q4 | – | Sell |
-357
| Closed | -$19K | – | 827 |
|
|
2018
Q3 | $19K | Buy |
+357
| New | +$19K | ﹤0.01% | 1080 |
|
|
2017
Q1 | – | Sell |
-357
| Closed | -$17K | – | 779 |
|
|
2016
Q4 | $17K | Buy |
+357
| New | +$17K | ﹤0.01% | 969 |
|
|
2015
Q3 | – | Sell |
-4,787
| Closed | -$203K | – | 503 |
|
|
2015
Q2 | $203K | Buy |
+4,787
| New | +$203K | 0.02% | 459 |
|
|
2015
Q1 | – | Sell |
-4,787
| Closed | -$209K | – | 449 |
|
|
2014
Q4 | $209K | Sell |
4,787
-893
| -16% | -$39K | 0.03% | 442 |
|
|
2014
Q3 | $241K | Buy |
5,680
+911
| +19% | +$38.7K | 0.03% | 399 |
|
|
2014
Q2 | $208K | Buy |
+4,769
| New | +$208K | 0.03% | 427 |
|