Golden State Wealth Management’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
$70.6K Hold
898
0.01% 568
2025
Q1
$68.9K Hold
898
0.01% 524
2024
Q4
$68.7K Buy
+898
New +$68.7K 0.01% 516
2020
Q1
Sell
-1,006,379
Closed -$56.9M 983
2019
Q4
$56.9M Buy
+1,006,379
New +$56.9M 10.87% 3