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Lucia Wealth Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Lucia Wealth Services’s Portfolio FTC Stock Details FTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$2.79M Sell
33,236
-5,243
-14% -$440K 0.65% 29
2020
Q2 		$2.95M Buy
38,479
+21,607
+128% +$1.66M 0.78% 28
2020
Q1 		$1.01M Buy
16,872
+12,698
+304% +$761K 0.33% 50
2019
Q4 		$304K Buy
+4,174
New +$304K 0.09% 104