GWP
Gateway Wealth Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
29,702
-196
| -0.7% | -$15.4K | 0.44% | 63 |
|
|
2025
Q1 | $2.29M | Sell |
29,898
-5,967
| -17% | -$458K | 0.52% | 55 |
|
|
2024
Q4 | $2.74M | Buy |
35,865
+849
| +2% | +$64.9K | 0.71% | 39 |
|
|
2024
Q3 | $2.77M | Sell |
35,016
-868
| -2% | -$68.7K | 0.76% | 38 |
|
|
2024
Q2 | $2.64M | Buy |
35,884
+1,853
| +5% | +$136K | 0.8% | 32 |
|
|
2024
Q1 | $2.6M | Buy |
34,031
+4,424
| +15% | +$338K | 0.93% | 29 |
|
|
2023
Q4 | $2.1M | Sell |
29,607
-784
| -3% | -$55.5K | 0.84% | 29 |
|
|
2023
Q3 | $1.97M | Buy |
30,391
+7,660
| +34% | +$496K | 0.35% | 56 |
|
|
2023
Q2 | $1.52M | Buy |
22,731
+9,274
| +69% | +$618K | 0.27% | 61 |
|
|
2023
Q1 | $893K | Buy |
13,457
+4,177
| +45% | +$277K | 0.14% | 80 |
|
|
2022
Q4 | $611K | Buy |
+9,280
| New | +$611K | 0.11% | 91 |
|