Meitav Investment House’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 | $594K | Hold |
7,550
| – | – | 0.01% | 160 |
|
|
2025
Q1 | $579K | Hold |
7,550
| – | – | 0.01% | 159 |
|
|
2024
Q4 | $577K | Hold |
7,550
| – | – | 0.01% | 155 |
|
|
2024
Q3 | $597K | Hold |
7,550
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $556K | Hold |
7,550
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $577K | Hold |
7,550
| – | – | 0.01% | 164 |
|
|
2023
Q4 | $535K | Sell |
7,550
-15,100
| -67% | -$1.07M | 0.01% | 240 |
|
|
2023
Q3 | $990K | Hold |
22,650
| – | – | 0.02% | 207 |
|
|
2023
Q2 | $1,000K | Buy |
22,650
+15,100
| +200% | +$666K | 0.02% | 222 |
|
|
2023
Q1 | $501K | Sell |
7,550
-15,100
| -67% | -$1M | 0.01% | 286 |
|
|
2022
Q4 | $1M | Buy |
+22,650
| New | +$1M | 0.02% | 237 |
|