Money Concepts Capital’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-23,351
| Closed | -$1.54M | – | 1385 |
|
2022
Q4 | $1.54M | Buy |
23,351
+17,253
| +283% | +$1.14M | 0.07% | 217 |
|
2022
Q3 | $352K | Buy |
6,098
+530
| +10% | +$30.6K | 0.02% | 343 |
|
2022
Q2 | $350K | Sell |
5,568
-19,855
| -78% | -$1.25M | 0.03% | 325 |
|
2022
Q1 | $1.79M | Buy |
+25,423
| New | +$1.79M | 0.1% | 202 |
|
2021
Q1 | – | Sell |
-3,733
| Closed | -$205K | – | 733 |
|
2020
Q4 | $205K | Buy |
+3,733
| New | +$205K | 0.02% | 411 |
|