Pinnacle Family Advisors’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
Q2 | $549K | Buy |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $719K | Buy |
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|
2024
Q3 | $731K | Sell |
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|
2024
Q2 | $681K | Sell |
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|
2024
Q1 | $757K | Sell |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $888K | Sell |
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|
2023
Q2 | $916K | Sell |
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $944K | Sell |
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|
2022
Q3 | $861K | Buy |
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|
2022
Q2 | $919K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $953K | Buy |
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|
2021
Q3 | $747K | Sell |
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|
2021
Q2 | $763K | Buy |
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|
2021
Q1 | $672K | Buy |
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|
2020
Q4 | $512K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.21M | Buy |
|