Mercer Global Advisors’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 | $237K | Hold |
3,009
| – | – | ﹤0.01% | 1964 |
|
|
2025
Q1 | $231K | Hold |
3,009
| – | – | ﹤0.01% | 1889 |
|
|
2024
Q4 | $230K | Sell |
3,009
-708
| -19% | -$54.1K | ﹤0.01% | 1893 |
|
|
2024
Q3 | $294K | Hold |
3,717
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q2 | $274K | Hold |
3,717
| – | – | ﹤0.01% | 1624 |
|
|
2024
Q1 | $284K | Hold |
3,717
| – | – | ﹤0.01% | 1594 |
|
|
2023
Q4 | $263K | Hold |
3,717
| – | – | ﹤0.01% | 1688 |
|
|
2023
Q3 | $241K | Hold |
3,717
| – | – | ﹤0.01% | 1662 |
|
|
2023
Q2 | $248K | Hold |
3,717
| – | – | ﹤0.01% | 1622 |
|
|
2023
Q1 | $247K | Buy |
3,717
+505
| +16% | +$33.6K | ﹤0.01% | 1619 |
|
|
2022
Q4 | $211K | Buy |
+3,212
| New | +$211K | ﹤0.01% | 1684 |
|