DHJJ Financial Advisors’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 | $198K | Hold |
2,516
| – | – | 0.07% | 171 |
|
|
2025
Q1 | $193K | Hold |
2,516
| – | – | 0.08% | 162 |
|
|
2024
Q4 | $192K | Hold |
2,516
| – | – | 0.07% | 159 |
|
|
2024
Q3 | $199K | Hold |
2,516
| – | – | 0.08% | 151 |
|
|
2024
Q2 | $185K | Hold |
2,516
| – | – | 0.08% | 151 |
|
|
2024
Q1 | $192K | Hold |
2,516
| – | – | 0.09% | 142 |
|
|
2023
Q4 | $178K | Buy |
2,516
+4
| +0.2% | +$283 | 0.08% | 145 |
|
|
2023
Q3 | $163K | Buy |
+2,512
| New | +$163K | 0.08% | 141 |
|