Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-57,427
| Closed | -$3.25M | – | 136 |
|
|
2019
Q4 | $3.25M | Sell |
57,427
-26,443
| -32% | -$1.49M | 1.1% | 27 |
|
|
2019
Q3 | $4.33M | Buy |
83,870
+3,979
| +5% | +$205K | 1.38% | 26 |
|
|
2019
Q2 | $4.17M | Buy |
79,891
+8,889
| +13% | +$464K | 1.37% | 27 |
|
|
2019
Q1 | $3.66M | Buy |
71,002
+15,039
| +27% | +$776K | 1.16% | 29 |
|
|
2018
Q4 | $2.59M | Buy |
55,963
+11,666
| +26% | +$539K | 0.94% | 24 |
|
|
2018
Q3 | $2.4M | Buy |
44,297
+4,920
| +12% | +$266K | 0.67% | 28 |
|
|
2018
Q2 | $2.06M | Buy |
39,377
+9,573
| +32% | +$501K | 0.63% | 28 |
|
|
2018
Q1 | $1.57M | Buy |
29,804
+2,095
| +8% | +$111K | 0.51% | 31 |
|
|
2017
Q4 | $1.51M | Buy |
+27,709
| New | +$1.51M | 0.5% | 32 |
|