Richmond Investment Services’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	$1.06M	Buy	13,438 +6,722	+100%	+$529K	0.22%	68
2025 Q1	$515K	Hold	6,716	–	–	0.28%	59
2024 Q4	$514K	Buy	+6,716	New	+$514K	0.29%	56