MTM Investment Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $225K | Sell |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $464K | Hold |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $407K | Hold |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $444K | Hold |
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|
2022
Q4 | $440K | Hold |
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|
2022
Q3 | $385K | Sell |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $471K | Hold |
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|
2021
Q4 | $467K | Hold |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $452K | Hold |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $378K | Buy |
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