KCFA
Key Client Fiduciary Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
2,800
-800
| -22% | -$62.9K | 0.09% | 181 |
|
|
2025
Q1 | $276K | Hold |
3,600
| – | – | 0.13% | 153 |
|
|
2024
Q4 | $275K | Hold |
3,600
| – | – | 0.12% | 152 |
|
|
2024
Q3 | $285K | Hold |
3,600
| – | – | 0.13% | 149 |
|
|
2024
Q2 | $265K | Sell |
3,600
-200
| -5% | -$14.7K | 0.13% | 146 |
|
|
2024
Q1 | $290K | Hold |
3,800
| – | – | 0.15% | 140 |
|
|
2023
Q4 | $269K | Sell |
3,800
-900
| -19% | -$63.8K | 0.16% | 139 |
|
|
2023
Q3 | $304K | Sell |
4,700
-300
| -6% | -$19.4K | 0.19% | 125 |
|
|
2023
Q2 | $333K | Hold |
5,000
| – | – | 0.19% | 115 |
|
|
2023
Q1 | $332K | Hold |
5,000
| – | – | 0.21% | 109 |
|
|
2022
Q4 | $329K | Hold |
5,000
| – | – | 0.22% | 102 |
|
|
2022
Q3 | $288K | Hold |
5,000
| – | – | 0.26% | 78 |
|
|
2022
Q2 | $311K | Sell |
5,000
-700
| -12% | -$43.5K | 0.3% | 75 |
|
|
2022
Q1 | $402K | Hold |
5,700
| – | – | 0.32% | 72 |
|
|
2021
Q4 | $398K | Buy |
+5,700
| New | +$398K | 0.33% | 70 |
|