Patriot Financial Group Insurance Agency’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,803
| Closed | -$631K | – | 495 |
|
|
2024
Q3 | $631K | Buy |
4,803
+77
| +2% | +$10.1K | 0.08% | 257 |
|
|
2024
Q2 | $579K | Buy |
4,726
+241
| +5% | +$29.5K | 0.09% | 249 |
|
|
2024
Q1 | $553K | Buy |
4,485
+787
| +21% | +$97K | 0.09% | 254 |
|
|
2023
Q4 | $405K | Buy |
+3,698
| New | +$405K | 0.08% | 280 |
|
|
2019
Q3 | – | Sell |
-463
| Closed | -$33K | – | 1364 |
|
|
2019
Q2 | $33K | Buy |
+463
| New | +$33K | 0.01% | 521 |
|