Financial Gravity Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-402
| Closed | -$28.7K | – | 1855 |
|
|
2024
Q1 | $28.7K | Buy |
402
+35
| +10% | +$2.5K | ﹤0.01% | 477 |
|
|
2023
Q4 | $26K | Buy |
+367
| New | +$26K | ﹤0.01% | 657 |
|
|
2019
Q4 | – | Sell |
-217
| Closed | -$11K | – | 1503 |
|
|
2019
Q3 | $11K | Hold |
217
| – | – | 0.01% | 593 |
|
|
2019
Q2 | $11K | Hold |
217
| – | – | 0.01% | 575 |
|
|
2019
Q1 | $11K | Buy |
+217
| New | +$11K | 0.01% | 534 |
|
|
2018
Q3 | $11K | Hold |
217
| – | – | 0.01% | 556 |
|
|
2018
Q2 | $12K | Hold |
217
| – | – | 0.01% | 532 |
|
|
2018
Q1 | $11K | Buy |
+217
| New | +$11K | 0.01% | 574 |
|