Avantax Advisory Services’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 | $4.26M | Sell |
28,228
-6,406
| -18% | -$967K | 0.02% | 503 |
|
|
2025
Q1 | $4.55M | Sell |
34,634
-12,617
| -27% | -$1.66M | 0.03% | 440 |
|
|
2024
Q4 | $6.53M | Sell |
47,251
-11,353
| -19% | -$1.57M | 0.04% | 325 |
|
|
2024
Q3 | $7.7M | Sell |
58,604
-595
| -1% | -$78.2K | 0.05% | 289 |
|
|
2024
Q2 | $7.25M | Sell |
59,199
-7,766
| -12% | -$952K | 0.05% | 275 |
|
|
2024
Q1 | $8.26M | Sell |
66,965
-804
| -1% | -$99.1K | 0.07% | 212 |
|
|
2023
Q4 | $7.42M | Buy |
67,769
+1,961
| +3% | +$215K | 0.07% | 208 |
|
|
2023
Q3 | $6.37M | Sell |
65,808
-1,423
| -2% | -$138K | 0.07% | 208 |
|
|
2023
Q2 | $6.81M | Buy |
67,231
+3,340
| +5% | +$338K | 0.08% | 194 |
|
|
2023
Q1 | $5.94M | Sell |
63,891
-1,164
| -2% | -$108K | 0.07% | 212 |
|
|
2022
Q4 | $5.95M | Buy |
65,055
+8,630
| +15% | +$789K | 0.08% | 193 |
|
|
2022
Q3 | $4.83M | Buy |
56,425
+27
| +0% | +$2.31K | 0.07% | 203 |
|
|
2022
Q2 | $4.97M | Buy |
56,398
+9,542
| +20% | +$841K | 0.07% | 199 |
|
|
2022
Q1 | $5M | Sell |
46,856
-3,154
| -6% | -$336K | 0.07% | 211 |
|
|
2021
Q4 | $6.01M | Sell |
50,010
-9,047
| -15% | -$1.09M | 0.09% | 163 |
|
|
2021
Q3 | $6.56M | Sell |
59,057
-684
| -1% | -$76K | 0.11% | 143 |
|
|
2021
Q2 | $6.56M | Sell |
59,741
-1,776
| -3% | -$195K | 0.12% | 137 |
|
|
2021
Q1 | $6.01M | Sell |
61,517
-17,037
| -22% | -$1.66M | 0.13% | 130 |
|
|
2020
Q4 | $7.59M | Sell |
78,554
-23,272
| -23% | -$2.25M | 0.18% | 96 |
|
|
2020
Q3 | $8.55M | Buy |
101,826
+12,281
| +14% | +$1.03M | 0.14% | 127 |
|
|
2020
Q2 | $6.86M | Buy |
89,545
+9,720
| +12% | +$745K | 0.2% | 85 |
|
|
2020
Q1 | $4.79M | Buy |
79,825
+11,233
| +16% | +$673K | 0.14% | 103 |
|
|
2019
Q4 | $5M | Buy |
+68,592
| New | +$5M | 0.12% | 117 |
|