KPP Advisory Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
4,186
| – | – | 0.05% | 241 |
|
|
2025
Q1 | $321K | Hold |
4,186
| – | – | 0.06% | 237 |
|
|
2024
Q4 | $320K | Hold |
4,186
| – | – | 0.08% | 189 |
|
|
2024
Q3 | $331K | Hold |
4,186
| – | – | 0.08% | 186 |
|
|
2024
Q2 | $308K | Hold |
4,186
| – | – | 0.08% | 180 |
|
|
2024
Q1 | $320K | Buy |
+4,186
| New | +$320K | 0.09% | 180 |
|
|
2023
Q4 | – | Sell |
-4,186
| Closed | -$271K | – | 152 |
|
|
2023
Q3 | $271K | Buy |
+4,186
| New | +$271K | 0.09% | 167 |
|