Concorde Asset Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
Other funds holding FTA
IWM
Concorde Asset Management's FTA Position: Q4 2024 in Review
Concorde Asset Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2024, closing a stake of 2,848 shares — an estimated $225K sold.
Concorde Asset Management first reported a position in FTA in Q3 2018 and held it in 20 quarters. The position peaked at $465K in Q3 2021. 217 funds tracked by Wall St. Rank hold FTA as of Q4 2024.
- Concorde Asset Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
- Concorde Asset Management sold 2,848 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2024, an estimated $225K.
- Concorde Asset Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2018 and held it in 20 quarters.
- Concorde Asset Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $465K in Q3 2021.
- 217 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2024.
Based on Concorde Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.