Continuum Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,193
| Closed | -$91.5K | – | 824 |
|
2025
Q1 | $91.5K | Hold |
1,193
| – | – | 0.01% | 541 |
|
2024
Q4 | $91.2K | Hold |
1,193
| – | – | 0.01% | 538 |
|
2024
Q3 | $96.6K | Hold |
1,193
| – | – | 0.01% | 528 |
|
2024
Q2 | $87.8K | Buy |
1,193
+331
| +38% | +$24.4K | 0.01% | 513 |
|
2024
Q1 | $64.7K | Buy |
+862
| New | +$64.7K | 0.01% | 561 |
|