Northwestern Mutual Wealth 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 | $496K | Sell |
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|
2025
Q2 | $557K | Sell |
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|
2025
Q1 | $618K | Sell |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $602K | Hold |
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|
2024
Q1 | $625K | Buy |
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|
2023
Q4 | $186K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $97K | Hold |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $64K | Hold |
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|
2021
Q3 | $59K | Hold |
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|
2021
Q2 | $60K | Sell |
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|
2021
Q1 | $78K | Sell |
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|
2020
Q4 | $75K | Buy |
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|
2020
Q3 | $45K | Buy |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $33K | Sell |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $571K | Sell |
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|
2019
Q2 | $577K | Buy |
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|
2019
Q1 | $518K | Buy |
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|
2018
Q4 | $394K | Sell |
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|
2018
Q3 | $598K | Buy |
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|
2018
Q2 | $88K | Hold |
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|
2018
Q1 | $89K | Sell |
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|
2017
Q4 | $101K | Buy |
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|
2017
Q3 | $90K | Sell |
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|
2017
Q2 | $92K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $22K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $90K | Hold |
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|
2015
Q4 | $85K | Hold |
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|
2015
Q3 | $84K | Hold |
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|
2015
Q2 | $94K | Hold |
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|
2015
Q1 | $97K | Sell |
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|
2014
Q4 | $117K | Buy |
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|
2014
Q3 | $96K | Hold |
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|
2014
Q2 | $98K | Buy |
|