Marks Group Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Hold |
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|
2025
Q1 | $583K | Hold |
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|
2024
Q4 | $613K | Hold |
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|
2024
Q3 | $583K | Hold |
|
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|
2024
Q2 | $543K | Hold |
|
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|
2024
Q1 | $547K | Hold |
|
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|
2023
Q4 | $486K | Hold |
|
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|
2023
Q3 | $429K | Hold |
|
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|
2023
Q2 | $449K | Hold |
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|
2023
Q1 | $413K | Hold |
|
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $379K | Hold |
|
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|
2022
Q2 | $391K | Hold |
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|
2022
Q1 | $473K | Hold |
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|
2021
Q4 | $533K | Hold |
|
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $487K | Hold |
|
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|
2021
Q1 | $433K | Hold |
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|
2020
Q4 | $429K | Hold |
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|
2020
Q3 | $372K | Hold |
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|
2020
Q2 | $340K | Hold |
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|
2020
Q1 | $266K | Buy |
|