OneAscent Financial Services’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 | $1.92M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $912K | Buy |
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|
2022
Q4 | $283K | Buy |
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