Investors Financial Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,439
| Closed | -$1.36M | – | 65 |
|
|
2021
Q4 | $1.36M | Sell |
19,439
-3,606
| -16% | -$252K | 0.63% | 39 |
|
|
2021
Q3 | $1.49M | Sell |
23,045
-447
| -2% | -$28.8K | 0.79% | 30 |
|
|
2021
Q2 | $1.54M | Sell |
23,492
-2,080
| -8% | -$137K | 0.83% | 28 |
|
|
2021
Q1 | $1.63M | Sell |
25,572
-147
| -0.6% | -$9.36K | 0.95% | 24 |
|
|
2020
Q4 | $1.41M | Sell |
25,719
-495
| -2% | -$27.2K | 0.93% | 23 |
|
|
2020
Q3 | $1.22M | Buy |
26,214
+275
| +1% | +$12.8K | 0.91% | 24 |
|
|
2020
Q2 | $1.18M | Sell |
25,939
-1,876
| -7% | -$85.3K | 0.97% | 26 |
|
|
2020
Q1 | $1.02M | Buy |
27,815
+204
| +0.7% | +$7.51K | 1.03% | 28 |
|
|
2019
Q4 | $1.56M | Buy |
+27,611
| New | +$1.56M | 1.27% | 23 |
|