Crumly & Associates’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Hold |
2,623
| – | – | 0.1% | 113 |
|
|
2025
Q1 | $345K | Sell |
2,623
-53
| -2% | -$6.96K | 0.1% | 119 |
|
|
2024
Q4 | $370K | Hold |
2,676
| – | – | 0.1% | 110 |
|
|
2024
Q3 | $352K | Hold |
2,676
| – | – | 0.1% | 115 |
|
|
2024
Q2 | $328K | Hold |
2,676
| – | – | 0.09% | 113 |
|
|
2024
Q1 | $330K | Sell |
2,676
-494
| -16% | -$60.9K | 0.09% | 115 |
|
|
2023
Q4 | $347K | Sell |
3,170
-680
| -18% | -$74.5K | 0.1% | 107 |
|
|
2023
Q3 | $373K | Sell |
3,850
-376
| -9% | -$36.4K | 0.15% | 85 |
|
|
2023
Q2 | $428K | Sell |
4,226
-7,289
| -63% | -$738K | 0.17% | 84 |
|
|
2023
Q1 | $1.07M | Buy |
11,515
+4,091
| +55% | +$381K | 0.47% | 41 |
|
|
2022
Q4 | $679K | Buy |
7,424
+4,748
| +177% | +$434K | 0.26% | 48 |
|
|
2022
Q3 | $229K | Hold |
2,676
| – | – | 0.09% | 99 |
|
|
2022
Q2 | $236K | Hold |
2,676
| – | – | 0.1% | 100 |
|
|
2022
Q1 | $286K | Hold |
2,676
| – | – | 0.11% | 93 |
|
|
2021
Q4 | $281K | Hold |
2,676
| – | – | 0.11% | 91 |
|
|
2021
Q3 | $297K | Hold |
2,676
| – | – | 0.14% | 86 |
|
|
2021
Q2 | $294K | Hold |
2,676
| – | – | 0.14% | 87 |
|
|
2021
Q1 | $261K | Hold |
2,676
| – | – | 0.15% | 83 |
|
|
2020
Q4 | $270K | Sell |
2,676
-800
| -23% | -$80.7K | 0.19% | 58 |
|
|
2020
Q3 | $292K | Sell |
3,476
-350
| -9% | -$29.4K | 0.25% | 39 |
|
|
2020
Q2 | $293K | Hold |
3,826
| – | – | 0.27% | 36 |
|
|
2020
Q1 | $229K | Sell |
3,826
-1,997
| -34% | -$120K | 0.28% | 40 |
|
|
2019
Q4 | $425K | Buy |
+5,823
| New | +$425K | 0.44% | 33 |
|