Geneos Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $687K | Buy |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $321K | Hold |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $312K | Sell |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $267K | Sell |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $243K | Buy |
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|
2018
Q4 | $204K | Hold |
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|
2018
Q3 | $254K | Buy |
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|
2018
Q2 | $122K | Buy |
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|
2018
Q1 | $54K | Buy |
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|
2017
Q4 | $37K | Sell |
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|
2017
Q3 | $44K | Hold |
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|
2017
Q2 | $42K | Buy |
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|
2017
Q1 | $39K | Sell |
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|
2016
Q4 | $36K | Hold |
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|
2016
Q3 | $37K | Buy |
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|
2016
Q2 | $35K | Sell |
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|
2016
Q1 | $42K | Buy |
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