Avantax Planning Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Avantax Planning Partners’s Portfolio FTA Stock Details FTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$238K	Hold
2025 Q2	$224K	Hold
2025 Q1	$219K	Hold
2024 Q4	$218K	Hold
2024 Q3	$226K	Hold
2024 Q2	$210K	Hold
2024 Q1	$218K	Hold
2023 Q4	$202K	Buy
2022 Q2	–	Sell
2022 Q1	$201K	Buy