Aprio Wealth Management’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 | $220K | Buy |
2,792
+11
| +0.4% | +$865 | 0.02% | 370 |
|
|
2025
Q1 | $213K | Buy |
2,781
+15
| +0.5% | +$1.15K | 0.03% | 348 |
|
|
2024
Q4 | $212K | Buy |
2,766
+16
| +0.6% | +$1.22K | 0.03% | 292 |
|
|
2024
Q3 | $218K | Hold |
2,750
| – | – | 0.03% | 256 |
|
|
2024
Q2 | $202K | Hold |
2,750
| – | – | 0.04% | 241 |
|
|
2024
Q1 | $210K | Buy |
+2,750
| New | +$210K | 0.04% | 217 |
|