Avior Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $35.3K | Buy |
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|
2024
Q3 | $36.3K | Sell |
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|
2024
Q2 | $34.5K | Sell |
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|
2024
Q1 | $36K | Sell |
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|
2023
Q4 | $46K | Sell |
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|
2023
Q3 | $701K | Sell |
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|
2023
Q2 | $759K | Sell |
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|
2023
Q1 | $944K | Buy |
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|
2022
Q4 | $35.5K | Sell |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $41K | Sell |
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|
2022
Q1 | $49K | Sell |
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|
2021
Q4 | $49K | Sell |
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|
2021
Q3 | $62K | Sell |
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|
2021
Q2 | $128K | Sell |
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|
2021
Q1 | $144K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $21K | Buy |
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|
2016
Q4 | $20K | Buy |
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|
2016
Q3 | $18K | Buy |
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|
2016
Q2 | $17K | Buy |
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|
2016
Q1 | $17K | Buy |
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|
2015
Q4 | $16K | Buy |
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|
2015
Q3 | $16K | Buy |
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|
2015
Q2 | $18K | Buy |
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|
2015
Q1 | $18K | Buy |
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|
2014
Q4 | $18K | Buy |
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|
2014
Q3 | $17K | Buy |
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|
2014
Q2 | $18K | Buy |
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|
2014
Q1 | $17K | Buy |
|