NewEdge Wealth’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Hold
2,029
﹤0.01% 819
2025
Q1
$267K Hold
2,029
﹤0.01% 802
2024
Q4
$281K Sell
2,029
-8,814
-81% -$1.22M ﹤0.01% 782
2024
Q3
$1.43M Sell
10,843
-59
-0.5% -$7.76K 0.03% 407
2024
Q2
$1.34M Sell
10,902
-118
-1% -$14.5K 0.03% 377
2024
Q1
$1.29M Sell
11,020
-925
-8% -$108K 0.03% 385
2023
Q4
$1.31M Sell
11,945
-4,825
-29% -$529K 0.03% 359
2023
Q3
$1.62M Buy
16,770
+1,265
+8% +$122K 0.05% 291
2023
Q2
$1.57M Buy
15,505
+9,964
+180% +$1.01M 0.05% 293
2023
Q1
$516K Buy
+5,541
New +$516K 0.02% 405