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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,740	Closed	-$1.09M	–	494
2024 Q3	$1.09M	Buy	13,740 +80	+0.6%	+$6.33K	0.15%	167
2024 Q2	$1.01M	Buy	13,660 +846	+7%	+$62.3K	0.15%	159
2024 Q1	$979K	Buy	12,814 +2,440	+24%	+$186K	0.16%	151
2023 Q4	$735K	Buy	+10,374	New	+$735K	0.14%	177