Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $856K | Sell |
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|
2025
Q4 | $903K | Buy |
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|
2025
Q3 | $823K | Buy |
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|
2025
Q2 | $742K | Buy |
|
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|
2025
Q1 | $719K | Buy |
|
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|
2024
Q4 | $675K | Buy |
|
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|
2024
Q3 | $681K | Sell |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $742K | Buy |
|
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|
2023
Q3 | $675K | Buy |
|
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|
2023
Q2 | $653K | Sell |
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|
2023
Q1 | $810K | Buy |
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|
2022
Q4 | $726K | Sell |
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|
2022
Q3 | $641K | Buy |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $629K | Buy |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $318K | Buy |
|