Patriot Financial Group Insurance Agency’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
2026
Q1
$350K Buy
2024
Q4
Sell
2024
Q3
$1.09M Buy
2024
Q2
$1.01M Buy
2024
Q1
$979K Buy
2023
Q4
$735K Buy