BlueChip Wealth Advisors’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 | $441K | Hold |
5,613
| – | – | 0.2% | 89 |
|
|
2025
Q1 | $431K | Sell |
5,613
-42
| -0.7% | -$3.22K | 0.21% | 90 |
|
|
2024
Q4 | $432K | Buy |
5,655
+2,828
| +100% | +$216K | 0.24% | 80 |
|
|
2024
Q3 | $224K | Sell |
2,827
-600
| -18% | -$47.5K | 0.12% | 142 |
|
|
2024
Q2 | $252K | Sell |
3,427
-594
| -15% | -$43.7K | 0.15% | 120 |
|
|
2024
Q1 | $307K | Hold |
4,021
| – | – | 0.2% | 92 |
|
|
2023
Q4 | $285K | Buy |
+4,021
| New | +$285K | 0.2% | 94 |
|