Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $554K | Buy |
|
|||||
|
2021
Q3 | $387K | Buy |
|
|||||
|
2021
Q2 | $365K | Buy |
|
|||||
|
2021
Q1 | $281K | Sell |
|
|||||
|
2020
Q4 | $257K | Sell |
|
|||||
|
2020
Q3 | $256K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $12K | Sell |
|
|||||
|
2019
Q4 | $50K | Buy |
|
|||||
|
2019
Q3 | $40K | Hold |
|
|||||
|
2019
Q2 | $40K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $48K | Buy |
|
|||||
|
2018
Q3 | $22K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $73K | Hold |
|
|||||
|
2017
Q2 | $71K | Sell |
|
|||||
|
2017
Q1 | $81K | Sell |
|
|||||
|
2016
Q4 | $262K | Buy |
|
|||||
|
2016
Q3 | $229K | Buy |
|
|||||
|
2016
Q2 | $116K | Hold |
|
|||||
|
2016
Q1 | $118K | Hold |
|
|||||
|
2015
Q4 | $112K | Hold |
|
|||||
|
2015
Q3 | $110K | Buy |
|
|||||
|
2015
Q2 | $98K | Buy |
|
|||||
|
2015
Q1 | $36K | Hold |
|
|||||
|
2014
Q4 | $37K | Sell |
|
|||||
|
2014
Q3 | $46K | Sell |
|
|||||
|
2014
Q2 | $59K | Buy |
|