Independent Wealth Network’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
Q3 | $468K | Buy |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $454K | Buy |
|
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|
2024
Q2 | $422K | Sell |
|
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $574K | Sell |
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|
2021
Q4 | $584K | Buy |
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|
2021
Q3 | $551K | Buy |
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