Great Valley Advisor Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $951K | Buy |
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|
2025
Q2 | $891K | Buy |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $907K | Sell |
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|
2024
Q3 | $984K | Buy |
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|
2024
Q2 | $863K | Sell |
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|
2024
Q1 | $898K | Sell |
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|
2023
Q4 | $863K | Buy |
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|
2023
Q3 | $772K | Sell |
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|
2023
Q2 | $797K | Buy |
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|
2023
Q1 | $780K | Buy |
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $728K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $247K | Buy |
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