FIA
Foundations Investment Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
1,839
-7,016
| -79% | -$1.06M | ﹤0.01% | 767 |
|
|
2025
Q1 | $1.16M | Buy |
8,855
+6,627
| +297% | +$871K | 0.02% | 374 |
|
|
2024
Q4 | $308K | Sell |
2,228
-787
| -26% | -$109K | 0.01% | 655 |
|
|
2024
Q3 | $396K | Buy |
3,015
+337
| +13% | +$44.3K | 0.01% | 570 |
|
|
2024
Q2 | $328K | Sell |
2,678
-101
| -4% | -$12.4K | 0.01% | 586 |
|
|
2024
Q1 | $343K | Buy |
2,779
+14
| +0.5% | +$1.73K | 0.01% | 549 |
|
|
2023
Q4 | $314K | Sell |
2,765
-26
| -0.9% | -$2.95K | 0.01% | 541 |
|
|
2023
Q3 | $270K | Sell |
2,791
-854
| -23% | -$82.6K | 0.01% | 531 |
|
|
2023
Q2 | $369K | Buy |
3,645
+308
| +9% | +$31.2K | 0.01% | 427 |
|
|
2023
Q1 | $310K | Buy |
+3,337
| New | +$310K | 0.01% | 389 |
|