MGWM
Marks Group Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Hold |
4,435
| – | – | 0.06% | 208 |
|
|
2025
Q1 | $583K | Hold |
4,435
| – | – | 0.06% | 224 |
|
|
2024
Q4 | $613K | Hold |
4,435
| – | – | 0.06% | 201 |
|
|
2024
Q3 | $583K | Hold |
4,435
| – | – | 0.06% | 211 |
|
|
2024
Q2 | $543K | Hold |
4,435
| – | – | 0.06% | 215 |
|
|
2024
Q1 | $547K | Hold |
4,435
| – | – | 0.06% | 212 |
|
|
2023
Q4 | $486K | Hold |
4,435
| – | – | 0.06% | 219 |
|
|
2023
Q3 | $429K | Hold |
4,435
| – | – | 0.05% | 219 |
|
|
2023
Q2 | $449K | Hold |
4,435
| – | – | 0.05% | 215 |
|
|
2023
Q1 | $413K | Hold |
4,435
| – | – | 0.05% | 221 |
|
|
2022
Q4 | $405K | Hold |
4,435
| – | – | 0.06% | 223 |
|
|
2022
Q3 | $379K | Hold |
4,435
| – | – | 0.06% | 218 |
|
|
2022
Q2 | $391K | Hold |
4,435
| – | – | 0.06% | 224 |
|
|
2022
Q1 | $473K | Hold |
4,435
| – | – | 0.06% | 238 |
|
|
2021
Q4 | $533K | Hold |
4,435
| – | – | 0.07% | 228 |
|
|
2021
Q3 | $493K | Hold |
4,435
| – | – | 0.07% | 203 |
|
|
2021
Q2 | $487K | Hold |
4,435
| – | – | 0.07% | 181 |
|
|
2021
Q1 | $433K | Hold |
4,435
| – | – | 0.06% | 184 |
|
|
2020
Q4 | $429K | Hold |
4,435
| – | – | 0.07% | 183 |
|
|
2020
Q3 | $372K | Hold |
4,435
| – | – | 0.07% | 187 |
|
|
2020
Q2 | $340K | Hold |
4,435
| – | – | 0.07% | 185 |
|
|
2020
Q1 | $266K | Buy |
+4,435
| New | +$266K | 0.07% | 187 |
|