IHT Wealth Management’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
Q2 | $18.9M | Sell |
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|
2025
Q1 | $22.7M | Sell |
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|
2024
Q4 | $23M | Buy |
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|
2024
Q3 | $4.28M | Sell |
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|
2024
Q2 | $4.04M | Sell |
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|
2024
Q1 | $4.35M | Buy |
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|
2023
Q4 | $3.79M | Sell |
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|
2023
Q3 | $3.58M | Sell |
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|
2023
Q2 | $3.91M | Sell |
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|
2023
Q1 | $4.13M | Buy |
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|
2022
Q4 | $3.96M | Sell |
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|
2022
Q3 | $3.81M | Buy |
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|
2022
Q2 | $4.08M | Buy |
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|
2022
Q1 | $4.24M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.5M | Sell |
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|
2021
Q2 | $3.81M | Buy |
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|
2021
Q1 | $3.53M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $612K | Sell |
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|
2020
Q2 | $627K | Sell |
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|
2020
Q1 | $527K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $992K | Sell |
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | $1.61M | Buy |
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|
2018
Q4 | $1.19M | Buy |
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|
2018
Q3 | $815K | Sell |
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|
2018
Q2 | $808K | Sell |
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|
2018
Q1 | $798K | Sell |
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|
2017
Q4 | $870K | Buy |
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|
2017
Q3 | $794K | Sell |
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|
2017
Q2 | $10 | Sell |
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|
2017
Q1 | $1.54M | Buy |
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|
2016
Q4 | $718K | Buy |
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