Avantax Planning Partners’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 | $224K | Hold |
2,855
| – | – | 0.01% | 411 |
|
|
2025
Q1 | $219K | Hold |
2,855
| – | – | 0.01% | 394 |
|
|
2024
Q4 | $218K | Hold |
2,855
| – | – | 0.01% | 401 |
|
|
2024
Q3 | $226K | Hold |
2,855
| – | – | 0.01% | 398 |
|
|
2024
Q2 | $210K | Hold |
2,855
| – | – | 0.01% | 440 |
|
|
2024
Q1 | $218K | Hold |
2,855
| – | – | 0.01% | 428 |
|
|
2023
Q4 | $202K | Buy |
+2,855
| New | +$202K | 0.01% | 359 |
|
|
2022
Q2 | – | Sell |
-2,855
| Closed | -$201K | – | 354 |
|
|
2022
Q1 | $201K | Buy |
+2,855
| New | +$201K | 0.01% | 344 |
|