PWP
Pursue Wealth Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $302K | Hold |
2,000
| – | – | 0.17% | 85 |
|
2025
Q1 | $263K | Hold |
2,000
| – | – | 0.16% | 96 |
|
2024
Q4 | $277K | Hold |
2,000
| – | – | 0.16% | 88 |
|
2024
Q3 | $263K | Hold |
2,000
| – | – | 0.14% | 94 |
|
2024
Q2 | $245K | Hold |
2,000
| – | – | 0.13% | 97 |
|
2024
Q1 | $247K | Hold |
2,000
| – | – | 0.15% | 94 |
|
2023
Q4 | $219K | Buy |
+2,000
| New | +$219K | 0.14% | 81 |
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$203K | – | 91 |
|
2023
Q2 | $203K | Buy |
+2,000
| New | +$203K | 0.13% | 93 |
|