Institute for Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $305K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $262K | Hold |
|
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|
2024
Q3 | $249K | Hold |
|
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $217K | Sell |
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|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $201K | Buy |
|