CX Institutional’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
114,984
+21,013
| +22% | +$3.17M | 0.61% | 34 |
|
|
2025
Q1 | $12.3M | Buy |
93,971
+35,892
| +62% | +$4.72M | 0.47% | 53 |
|
|
2024
Q4 | $8.03M | Buy |
58,079
+7,649
| +15% | +$1.06M | 0.32% | 71 |
|
|
2024
Q3 | $6.63M | Buy |
50,430
+6,476
| +15% | +$851K | 0.29% | 91 |
|
|
2024
Q2 | $5.39M | Sell |
43,954
-4,553
| -9% | -$558K | 0.25% | 99 |
|
|
2024
Q1 | $5.98M | Buy |
48,507
+15,296
| +46% | +$1.89M | 0.29% | 86 |
|
|
2023
Q4 | $3.64M | Sell |
33,211
-40,999
| -55% | -$4.49M | 0.19% | 139 |
|
|
2023
Q3 | $7.18M | Buy |
74,210
+38,671
| +109% | +$3.74M | 0.4% | 69 |
|
|
2023
Q2 | $3.6M | Buy |
35,539
+32
| +0.1% | +$3.24K | 0.19% | 159 |
|
|
2023
Q1 | $3.33M | Sell |
35,507
-17,950
| -34% | -$1.68M | 0.18% | 173 |
|
|
2022
Q4 | $4.89M | Sell |
53,457
-41,570
| -44% | -$3.8M | 0.3% | 85 |
|
|
2022
Q3 | $8.13M | Buy |
95,027
+16,768
| +21% | +$1.43M | 0.56% | 45 |
|
|
2022
Q2 | $6.9M | Buy |
+78,259
| New | +$6.9M | 0.52% | 46 |
|