Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-129
| Closed | -$8.63K | – | 302 |
|
|
2023
Q2 | $8.63K | Buy |
129
+1
| +0.8% | +$67 | 0.01% | 382 |
|
|
2023
Q1 | $8.55K | Hold |
128
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $8.44K | Buy |
128
+1
| +0.8% | +$66 | 0.01% | 352 |
|
|
2022
Q3 | $7K | Buy |
127
+1
| +0.8% | +$55 | 0.01% | 376 |
|
|
2022
Q2 | $8K | Sell |
126
-326
| -72% | -$20.7K | 0.01% | 383 |
|
|
2022
Q1 | $32K | Hold |
452
| – | – | 0.02% | 241 |
|
|
2021
Q4 | $32K | Hold |
452
| – | – | 0.02% | 270 |
|
|
2021
Q3 | $29K | Buy |
452
+3
| +0.7% | +$192 | 0.02% | 290 |
|
|
2021
Q2 | $30K | Buy |
449
+1
| +0.2% | +$67 | 0.02% | 293 |
|
|
2021
Q1 | $29K | Buy |
448
+1
| +0.2% | +$65 | 0.02% | 289 |
|
|
2020
Q4 | $25K | Buy |
+447
| New | +$25K | 0.02% | 276 |
|