HSWS
Higgins & Schmidt Wealth Strategies’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 | $281K | Hold |
1,860
| – | – | 0.16% | 45 |
|
|
2025
Q1 | $244K | Hold |
1,860
| – | – | 0.14% | 43 |
|
|
2024
Q4 | $257K | Hold |
1,860
| – | – | 0.16% | 42 |
|
|
2024
Q3 | $244K | Sell |
1,860
-494
| -21% | -$64.9K | 0.16% | 44 |
|
|
2024
Q2 | $288K | Hold |
2,354
| – | – | 0.21% | 40 |
|
|
2024
Q1 | $290K | Hold |
2,354
| – | – | 0.21% | 39 |
|
|
2023
Q4 | $258K | Buy |
+2,354
| New | +$258K | 0.21% | 38 |
|