Clearview Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-94
| Closed | -$9.55K | – | 303 |
|
2023
Q2 | $9.55K | Hold |
94
| – | – | 0.01% | 371 |
|
2023
Q1 | $8.76K | Buy |
94
+1
| +1% | +$93 | 0.01% | 383 |
|
2022
Q4 | $8.59K | Hold |
93
| – | – | 0.01% | 349 |
|
2022
Q3 | $8K | Hold |
93
| – | – | 0.01% | 357 |
|
2022
Q2 | $8K | Sell |
93
-572
| -86% | -$49.2K | 0.01% | 384 |
|
2022
Q1 | $71K | Hold |
665
| – | – | 0.05% | 169 |
|
2021
Q4 | $80K | Sell |
665
-1
| -0.2% | -$120 | 0.05% | 183 |
|
2021
Q3 | $74K | Buy |
666
+1
| +0.2% | +$111 | 0.05% | 194 |
|
2021
Q2 | $73K | Sell |
665
-77
| -10% | -$8.45K | 0.05% | 206 |
|
2021
Q1 | $73K | Hold |
742
| – | – | 0.05% | 196 |
|
2020
Q4 | $72K | Buy |
+742
| New | +$72K | 0.05% | 167 |
|