Atria Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $497K | Sell |
3,291
-49
| -1% | -$7.4K | 0.01% | 1420 |
|
2025
Q1 | $439K | Buy |
3,340
+231
| +7% | +$30.4K | 0.01% | 1424 |
|
2024
Q4 | $430K | Buy |
+3,109
| New | +$430K | 0.01% | 1400 |
|
2024
Q3 | – | Sell |
-11,995
| Closed | -$1.47M | – | 1952 |
|
2024
Q2 | $1.47M | Buy |
11,995
+368
| +3% | +$45.1K | 0.02% | 763 |
|
2024
Q1 | $1.43M | Buy |
11,627
+811
| +7% | +$100K | 0.02% | 788 |
|
2023
Q4 | $1.19M | Buy |
+10,816
| New | +$1.19M | 0.02% | 820 |
|
2023
Q3 | – | Sell |
-13,286
| Closed | -$1.35M | – | 854 |
|
2023
Q2 | $1.35M | Buy |
+13,286
| New | +$1.35M | 0.02% | 716 |
|