Institute for Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
1,896
| – | – | 0.03% | 446 |
|
|
2025
Q1 | $249K | Hold |
1,896
| – | – | 0.03% | 459 |
|
|
2024
Q4 | $262K | Hold |
1,896
| – | – | 0.03% | 428 |
|
|
2024
Q3 | $249K | Hold |
1,896
| – | – | 0.03% | 463 |
|
|
2024
Q2 | $232K | Sell |
1,896
-17
| -0.9% | -$2.08K | 0.03% | 446 |
|
|
2024
Q1 | $236K | Hold |
1,913
| – | – | 0.03% | 440 |
|
|
2023
Q4 | $210K | Buy |
+1,913
| New | +$210K | 0.03% | 448 |
|
|
2022
Q2 | – | Sell |
-1,980
| Closed | -$211K | – | 541 |
|
|
2022
Q1 | $211K | Hold |
1,980
| – | – | 0.03% | 499 |
|
|
2021
Q4 | $238K | Hold |
1,980
| – | – | 0.04% | 431 |
|
|
2021
Q3 | $220K | Hold |
1,980
| – | – | 0.04% | 442 |
|
|
2021
Q2 | $217K | Sell |
1,980
-98
| -5% | -$10.7K | 0.04% | 444 |
|
|
2021
Q1 | $203K | Hold |
2,078
| – | – | 0.04% | 444 |
|
|
2020
Q4 | $201K | Buy |
+2,078
| New | +$201K | 0.04% | 424 |
|