Carson Wealth (CWM LLC)’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.79M | Buy |
|
|||||
|
2025
Q2 | $1.58M | Sell |
|
|||||
|
2025
Q1 | $1.39M | Buy |
|
|||||
|
2024
Q4 | $1.46M | Sell |
|
|||||
|
2024
Q3 | $1.4M | Buy |
|
|||||
|
2024
Q2 | $1.3M | Sell |
|
|||||
|
2024
Q1 | $1.37M | Sell |
|
|||||
|
2023
Q4 | $1.23M | Sell |
|
|||||
|
2023
Q3 | $1.27M | Buy |
|
|||||
|
2023
Q2 | $1.32M | Sell |
|
|||||
|
2023
Q1 | $1.23M | Buy |
|
|||||
|
2022
Q4 | $317K | Sell |
|
|||||
|
2022
Q3 | $308K | Hold |
|
|||||
|
2022
Q2 | $317K | Sell |
|
|||||
|
2022
Q1 | $385K | Buy |
|
|||||
|
2021
Q4 | $283K | Buy |
|
|||||
|
2021
Q2 | $228K | Hold |
|
|||||
|
2021
Q1 | $228K | Hold |
|
|||||
|
2020
Q4 | $228K | Hold |
|
|||||
|
2020
Q3 | $228K | Hold |
|
|||||
|
2020
Q2 | $228K | Hold |
|
|||||
|
2020
Q1 | $228K | Hold |
|
|||||
|
2019
Q4 | $228K | Hold |
|
|||||
|
2019
Q3 | $228K | Hold |
|
|||||
|
2019
Q2 | $228K | Hold |
|
|||||
|
2019
Q1 | $228K | Sell |
|
|||||
|
2018
Q4 | $3.25M | Buy |
|
|||||
|
2018
Q3 | $3.91M | Buy |
|
|||||
|
2018
Q2 | $3.61M | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $13K | Hold |
|
|||||
|
2017
Q1 | $12K | Sell |
|
|||||
|
2016
Q4 | $19K | Sell |
|
|||||
|
2016
Q3 | $26K | Hold |
|
|||||
|
2016
Q2 | $26K | Buy |
|