EPG Wealth Management’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
Q2 | – | Sell |
|
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|
2025
Q1 | $225K | Sell |
|
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|
2024
Q4 | $303K | Buy |
|
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|
2024
Q3 | $312K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $302K | Buy |
|
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|
2023
Q4 | $274K | Buy |
|
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|
2023
Q3 | $254K | Buy |
|
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|
2023
Q2 | $260K | Buy |
|
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|
2023
Q1 | $259K | Buy |
|
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|
2022
Q4 | $256K | Buy |
|
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|
2022
Q3 | $223K | Buy |
|
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|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $262K | Buy |
|
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|
2021
Q4 | $259K | Buy |
|
|||||
|
2021
Q3 | $238K | Sell |
|
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|
2021
Q2 | $269K | Buy |
|
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|
2021
Q1 | $245K | Sell |
|
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|
2020
Q4 | $253K | Sell |
|
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|
2020
Q3 | $251K | Sell |
|
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|
2020
Q2 | $425K | Sell |
|
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|
2020
Q1 | $367K | Buy |
|