Cyndeo Wealth Partners’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 | $964K | Sell |
6,383
-10
| -0.2% | -$1.51K | 0.06% | 232 |
|
|
2025
Q1 | $840K | Hold |
6,393
| – | – | 0.06% | 238 |
|
|
2024
Q4 | $884K | Hold |
6,393
| – | – | 0.06% | 228 |
|
|
2024
Q3 | $840K | Buy |
6,393
+110
| +2% | +$14.5K | 0.06% | 235 |
|
|
2024
Q2 | $770K | Sell |
6,283
-100
| -2% | -$12.3K | 0.06% | 234 |
|
|
2024
Q1 | $787K | Hold |
6,383
| – | – | 0.07% | 223 |
|
|
2023
Q4 | $699K | Sell |
6,383
-221
| -3% | -$24.2K | 0.06% | 219 |
|
|
2023
Q3 | $639K | Hold |
6,604
| – | – | 0.07% | 207 |
|
|
2023
Q2 | $669K | Buy |
+6,604
| New | +$669K | 0.07% | 195 |
|