Pinnacle Family Advisors’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 |
-3,015
| Closed | -$396K | – | 116 |
|
|
2024
Q3 | $396K | Buy |
3,015
+37
| +1% | +$4.86K | 0.21% | 89 |
|
|
2024
Q2 | $365K | Sell |
2,978
-406
| -12% | -$49.8K | 0.2% | 80 |
|
|
2024
Q1 | $417K | Buy |
3,384
+10
| +0.3% | +$1.23K | 0.22% | 65 |
|
|
2023
Q4 | $370K | Sell |
3,374
-1,610
| -32% | -$176K | 0.22% | 69 |
|
|
2023
Q3 | $482K | Sell |
4,984
-121
| -2% | -$11.7K | 0.28% | 53 |
|
|
2023
Q2 | $517K | Sell |
5,105
-30
| -0.6% | -$3.04K | 0.28% | 65 |
|
|
2023
Q1 | $478K | Sell |
5,135
-8
| -0.2% | -$744 | 0.29% | 61 |
|
|
2022
Q4 | $470K | Sell |
5,143
-239
| -4% | -$21.8K | 0.34% | 53 |
|
|
2022
Q3 | $460K | Buy |
5,382
+150
| +3% | +$12.8K | 0.4% | 43 |
|
|
2022
Q2 | $461K | Buy |
5,232
+325
| +7% | +$28.6K | 0.38% | 55 |
|
|
2022
Q1 | $524K | Buy |
4,907
+228
| +5% | +$24.3K | 0.28% | 65 |
|
|
2021
Q4 | $563K | Sell |
4,679
-861
| -16% | -$104K | 0.25% | 59 |
|
|
2021
Q3 | $615K | Sell |
5,540
-258
| -4% | -$28.6K | 0.28% | 61 |
|
|
2021
Q2 | $636K | Buy |
5,798
+130
| +2% | +$14.3K | 0.28% | 60 |
|
|
2021
Q1 | $553K | Buy |
5,668
+814
| +17% | +$79.4K | 0.29% | 58 |
|
|
2020
Q4 | $469K | Buy |
+4,854
| New | +$469K | 0.29% | 67 |
|
|
2019
Q4 | – | Sell |
-5,606
| Closed | -$392K | – | 79 |
|
|
2019
Q3 | $392K | Buy |
5,606
+878
| +19% | +$61.4K | 0.35% | 52 |
|
|
2019
Q2 | $333K | Buy |
+4,728
| New | +$333K | 0.28% | 57 |
|