Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-140
| Closed | -$9K | – | 1174 |
|
|
2021
Q2 | $9K | Hold |
140
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $9K | Sell |
140
-8
| -5% | -$514 | ﹤0.01% | 780 |
|
|
2020
Q4 | $7K | Hold |
148
| – | – | ﹤0.01% | 755 |
|
|
2020
Q3 | $7K | Hold |
148
| – | – | ﹤0.01% | 761 |
|
|
2020
Q2 | $7K | Hold |
148
| – | – | ﹤0.01% | 694 |
|
|
2020
Q1 | $5K | Hold |
148
| – | – | ﹤0.01% | 775 |
|
|
2019
Q4 | $8K | Buy |
+148
| New | +$8K | ﹤0.01% | 744 |
|
|
2017
Q2 | – | Sell |
-62
| Closed | -$3K | – | 831 |
|
|
2017
Q1 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 657 |
|