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Kingswood Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Kingswood Wealth Advisors’s Portfolio FTC Stock Details FTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,750
Closed -$266K – 653
2023
Q3 		$266K Sell
2,750
-335
-11% -$32.5K 0.05% 344
2023
Q2 		$312K Buy
+3,085
New +$312K 0.1% 194