MWA
Meridian Wealth Advisors’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 | $298K | Hold |
1,975
| – | – | 0.05% | 150 |
|
|
2025
Q1 | $260K | Hold |
1,975
| – | – | 0.04% | 154 |
|
|
2024
Q4 | $273K | Hold |
1,975
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $260K | Sell |
1,975
-1,975
| -50% | -$260K | 0.04% | 158 |
|
|
2024
Q2 | $484K | Hold |
3,950
| – | – | 0.09% | 115 |
|
|
2024
Q1 | $487K | Hold |
3,950
| – | – | 0.09% | 112 |
|
|
2023
Q4 | $433K | Hold |
3,950
| – | – | 0.09% | 118 |
|
|
2023
Q3 | $382K | Hold |
3,950
| – | – | 0.1% | 120 |
|
|
2023
Q2 | $400K | Hold |
3,950
| – | – | 0.1% | 122 |
|
|
2023
Q1 | $368K | Sell |
3,950
-2,000
| -34% | -$186K | 0.09% | 129 |
|
|
2022
Q4 | $544K | Hold |
5,950
| – | – | 0.14% | 109 |
|
|
2022
Q3 | $509K | Hold |
5,950
| – | – | 0.14% | 107 |
|
|
2022
Q2 | $524K | Hold |
5,950
| – | – | 0.14% | 116 |
|
|
2022
Q1 | $635K | Hold |
5,950
| – | – | 0.15% | 114 |
|
|
2021
Q4 | $715K | Hold |
5,950
| – | – | 0.17% | 103 |
|
|
2021
Q3 | $661K | Hold |
5,950
| – | – | 0.18% | 98 |
|
|
2021
Q2 | $653K | Hold |
5,950
| – | – | 0.18% | 100 |
|
|
2021
Q1 | $581K | Hold |
5,950
| – | – | 0.19% | 99 |
|
|
2020
Q4 | $575K | Hold |
5,950
| – | – | 0.21% | 98 |
|
|
2020
Q3 | $500K | Hold |
5,950
| – | – | 0.21% | 98 |
|
|
2020
Q2 | $456K | Hold |
5,950
| – | – | 0.21% | 95 |
|
|
2020
Q1 | $356K | Hold |
5,950
| – | – | 0.2% | 94 |
|
|
2019
Q4 | $434K | Hold |
5,950
| – | – | 0.17% | 101 |
|
|
2019
Q3 | $416K | Hold |
5,950
| – | – | 0.18% | 104 |
|
|
2019
Q2 | $419K | Sell |
5,950
-2,200
| -27% | -$155K | 0.29% | 76 |
|
|
2019
Q1 | $546K | Hold |
8,150
| – | – | 0.4% | 52 |
|
|
2018
Q4 | $467K | Buy |
+8,150
| New | +$467K | 0.36% | 55 |
|