Clear Point 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
2024
Q4
Sell
-542
Closed -$42.9K 267
2024
Q3
$42.9K Buy
542
+3
+0.6% +$237 0.03% 210
2024
Q2
$39.6K Buy
539
+3
+0.6% +$221 0.03% 211
2024
Q1
$41K Buy
536
+6
+1% +$459 0.03% 216
2023
Q4
$37.6K Buy
+530
New +$37.6K 0.03% 210