Creative Planning’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.3M | Sell |
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|
2025
Q2 | $3.41M | Sell |
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|
2025
Q1 | $7.28M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $12K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $19K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $110K | Hold |
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|
2014
Q4 | $110K | Hold |
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|
2014
Q3 | $107K | Buy |
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|
2014
Q2 | $22K | Hold |
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|
2014
Q1 | $21K | Hold |
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|
2013
Q4 | $20K | Buy |
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|
2013
Q3 | $10K | Buy |
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