BWA
BlueChip Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+1,426
| New | +$215K | 0.1% | 161 |
|
|
2025
Q1 | – | Sell |
-1,471
| Closed | -$203K | – | 155 |
|
|
2024
Q4 | $203K | Buy |
+1,471
| New | +$203K | 0.11% | 133 |
|
|
2024
Q2 | – | Sell |
-1,759
| Closed | -$217K | – | 140 |
|
|
2024
Q1 | $217K | Sell |
1,759
-300
| -15% | -$37K | 0.14% | 116 |
|
|
2023
Q4 | $226K | Buy |
+2,059
| New | +$226K | 0.16% | 105 |
|