Chicago Partners Investment Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
3,805
+2
| +0.1% | +$308 | 0.02% | 540 |
|
|
2025
Q1 | $518K | Sell |
3,803
-26
| -0.7% | -$3.54K | 0.02% | 508 |
|
|
2024
Q4 | $534K | Buy |
3,829
+6
| +0.2% | +$837 | 0.02% | 484 |
|
|
2024
Q3 | $513K | Sell |
3,823
-39
| -1% | -$5.23K | 0.02% | 484 |
|
|
2024
Q2 | $470K | Buy |
3,862
+1
| +0% | +$122 | 0.02% | 484 |
|
|
2024
Q1 | $450K | Buy |
3,861
+220
| +6% | +$25.6K | 0.02% | 474 |
|
|
2023
Q4 | $406K | Buy |
3,641
+557
| +18% | +$62.2K | 0.02% | 470 |
|
|
2023
Q3 | $290K | Hold |
3,084
| – | – | 0.02% | 520 |
|
|
2023
Q2 | $315K | Buy |
+3,084
| New | +$315K | 0.02% | 519 |
|