Kaydan Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Sell |
91,273
-185,196
| -67% | -$14.6M | 2.35% | 9 |
|
|
2025
Q1 | $21.2M | Buy |
276,469
+484
| +0.2% | +$37.1K | 6.8% | 6 |
|
|
2024
Q4 | $21.1M | Sell |
275,985
-98,131
| -26% | -$7.5M | 7.02% | 6 |
|
|
2024
Q3 | $29.6M | Sell |
374,116
-5,044
| -1% | -$399K | 8.74% | 2 |
|
|
2024
Q2 | $27.9M | Buy |
379,160
+91,805
| +32% | +$6.76M | 9.89% | 2 |
|
|
2024
Q1 | $21.9M | Buy |
+287,355
| New | +$21.9M | 7.48% | 6 |
|
|
2023
Q2 | – | Sell |
-6,424
| Closed | -$427K | – | 92 |
|
|
2023
Q1 | $427K | Sell |
6,424
-278,471
| -98% | -$18.5M | 0.17% | 55 |
|
|
2022
Q4 | $18.7M | Buy |
+284,895
| New | +$18.7M | 7.5% | 4 |
|