Keystone Wealth Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
10,780
| – | – | 0.39% | 58 |
|
|
2025
Q1 | $1.42M | Hold |
10,780
| – | – | 0.38% | 61 |
|
|
2024
Q4 | $1.49M | Hold |
10,780
| – | – | 0.39% | 59 |
|
|
2024
Q3 | $1.42M | Hold |
10,780
| – | – | 0.39% | 62 |
|
|
2024
Q2 | $1.32M | Hold |
10,780
| – | – | 0.41% | 62 |
|
|
2024
Q1 | $1.33M | Sell |
10,780
-49
| -0.5% | -$6.04K | 0.43% | 56 |
|
|
2023
Q4 | $1.19M | Sell |
10,829
-591
| -5% | -$64.8K | 0.41% | 63 |
|
|
2023
Q3 | $1.11M | Hold |
11,420
| – | – | 0.42% | 61 |
|
|
2023
Q2 | $1.16M | Hold |
11,420
| – | – | 0.43% | 52 |
|
|
2023
Q1 | $1.06M | Buy |
11,420
+1
| +0% | +$93 | 0.43% | 55 |
|
|
2022
Q4 | $1.04M | Sell |
11,419
-70
| -0.6% | -$6.4K | 0.46% | 51 |
|
|
2022
Q3 | $983K | Buy |
11,489
+56
| +0.5% | +$4.79K | 0.46% | 52 |
|
|
2022
Q2 | $1.01M | Sell |
11,433
-3,676
| -24% | -$324K | 0.45% | 50 |
|
|
2022
Q1 | $1.61M | Sell |
15,109
-2,515
| -14% | -$268K | 0.64% | 36 |
|
|
2021
Q4 | $2.12M | Buy |
+17,624
| New | +$2.12M | 0.86% | 28 |
|