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 |
|