Key Client Fiduciary Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Hold |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $275K | Hold |
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|
2024
Q3 | $285K | Hold |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $402K | Hold |
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|
2021
Q4 | $398K | Buy |
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