ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $31.3K | Buy |
425
+175
| +70% | +$12.9K | 0.02% | 293 |
|
|
2024
Q1 | $19.1K | Hold |
250
| – | – | ﹤0.01% | 765 |
|
|
2023
Q4 | $17.7K | Buy |
+250
| New | +$17.7K | ﹤0.01% | 759 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$16.7K | – | 575 |
|
|
2023
Q2 | $16.7K | Sell |
250
-980
| -80% | -$65.3K | ﹤0.01% | 735 |
|
|
2023
Q1 | $81.7K | Hold |
1,230
| – | – | 0.02% | 374 |
|
|
2022
Q4 | $80.9K | Buy |
+1,230
| New | +$80.9K | 0.02% | 409 |
|