Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.94M | Buy |
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|
2024
Q2 | $3.65M | Sell |
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|
2024
Q1 | $3.86M | Sell |
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|
2023
Q4 | $3.69M | Sell |
|
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|
2023
Q3 | $3.52M | Sell |
|
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $3.89M | Sell |
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|
2022
Q4 | $4.38M | Sell |
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|
2022
Q3 | $4.29M | Buy |
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|
2022
Q2 | $4.6M | Buy |
|
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|
2022
Q1 | $5.17M | Sell |
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|
2021
Q4 | $5.18M | Sell |
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|
2021
Q3 | $5.07M | Sell |
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|
2021
Q2 | $5.38M | Sell |
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|
2021
Q1 | $6.06M | Sell |
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|
2020
Q4 | $5.99M | Buy |
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