HWA
HHM Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Hold |
1,209
| – | – | 0.02% | 214 |
|
|
2025
Q1 | $159K | Hold |
1,209
| – | – | 0.02% | 217 |
|
|
2024
Q4 | $167K | Hold |
1,209
| – | – | 0.02% | 202 |
|
|
2024
Q3 | $159K | Hold |
1,209
| – | – | 0.02% | 203 |
|
|
2024
Q2 | $148K | Hold |
1,209
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $149K | Buy |
+1,209
| New | +$149K | 0.02% | 173 |
|
|
2022
Q3 | – | Sell |
-217
| Closed | -$19K | – | 710 |
|
|
2022
Q2 | $19K | Buy |
+217
| New | +$19K | ﹤0.01% | 434 |
|