Founders Financial Alliance’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 | $455K | Buy |
5,786
+242
| +4% | +$19K | 0.1% | 189 |
|
|
2025
Q1 | $425K | Buy |
5,544
+29
| +0.5% | +$2.23K | 0.1% | 201 |
|
|
2024
Q4 | $422K | Buy |
5,515
+83
| +2% | +$6.35K | 0.12% | 173 |
|
|
2024
Q3 | $430K | Buy |
5,432
+1,370
| +34% | +$108K | 0.12% | 166 |
|
|
2024
Q2 | $299K | Hold |
4,062
| – | – | 0.09% | 209 |
|
|
2024
Q1 | $310K | Hold |
4,062
| – | – | 0.09% | 207 |
|
|
2023
Q4 | $288K | Buy |
4,062
+500
| +14% | +$35.4K | 0.11% | 189 |
|
|
2023
Q3 | $231K | Hold |
3,562
| – | – | 0.1% | 198 |
|
|
2023
Q2 | $238K | Buy |
+3,562
| New | +$238K | 0.09% | 226 |
|
|
2020
Q4 | – | Sell |
-2,462
| Closed | -$121K | – | 741 |
|
|
2020
Q3 | $121K | Buy |
+2,462
| New | +$121K | 0.07% | 226 |
|