Financial Advocates Investment 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 | $309K | Sell |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $456K | Sell |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $489K | Sell |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $912K | Sell |
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|
2021
Q4 | $908K | Buy |
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|
2021
Q3 | $781K | Sell |
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|
2021
Q2 | $823K | Buy |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $799K | Sell |
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|
2019
Q3 | $945K | Buy |
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|
2019
Q2 | $821K | Buy |
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|
2019
Q1 | $807K | Buy |
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|
2018
Q4 | $344K | Sell |
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|
2018
Q3 | $609K | Sell |
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|
2018
Q2 | $652K | Buy |
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