Principal Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
3,911
-299
| -7% | -$23.5K | 0.01% | 1053 |
|
|
2025
Q1 | $322K | Hold |
4,210
| – | – | 0.01% | 942 |
|
|
2024
Q4 | $322K | Sell |
4,210
-593
| -12% | -$45.3K | 0.01% | 937 |
|
|
2024
Q3 | $380K | Buy |
4,803
+454
| +10% | +$35.9K | 0.01% | 853 |
|
|
2024
Q2 | $320K | Sell |
4,349
-1,041
| -19% | -$76.6K | 0.01% | 854 |
|
|
2024
Q1 | $412K | Buy |
5,390
+180
| +3% | +$13.7K | 0.01% | 744 |
|
|
2023
Q4 | $369K | Buy |
+5,210
| New | +$369K | 0.01% | 723 |
|