MGB Wealth Management’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 | $443K | Buy |
5,633
+2
| +0% | +$157 | 0.15% | 132 |
|
|
2025
Q1 | $432K | Hold |
5,631
| – | – | 0.16% | 130 |
|
|
2024
Q4 | $431K | Hold |
5,631
| – | – | 0.13% | 129 |
|
|
2024
Q3 | $446K | Hold |
5,631
| – | – | 0.16% | 127 |
|
|
2024
Q2 | $423K | Buy |
5,631
+1
| +0% | +$75 | 0.16% | 127 |
|
|
2024
Q1 | $430K | Buy |
5,630
+1
| +0% | +$76 | 0.17% | 123 |
|
|
2023
Q4 | $399K | Buy |
+5,629
| New | +$399K | 0.2% | 122 |
|