Ignite Planners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,579
| Closed | -$627K | – | 302 |
|
|
2023
Q3 | $627K | Hold |
6,579
| – | – | 0.19% | 135 |
|
|
2023
Q2 | $655K | Hold |
6,579
| – | – | 0.25% | 90 |
|
|
2023
Q1 | $612K | Sell |
6,579
-758
| -10% | -$70.5K | 0.25% | 97 |
|
|
2022
Q4 | $697K | Hold |
7,337
| – | – | 0.29% | 89 |
|
|
2022
Q3 | $647K | Sell |
7,337
-2,125
| -22% | -$187K | 0.52% | 54 |
|
|
2022
Q2 | $857K | Sell |
9,462
-240
| -2% | -$21.7K | 0.7% | 38 |
|
|
2022
Q1 | $966K | Hold |
9,702
| – | – | 0.65% | 38 |
|
|
2021
Q4 | $1.05M | Buy |
+9,702
| New | +$1.05M | 0.68% | 41 |
|