RCM
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RMR Capital Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

RMR Capital Management’s Portfolio FTA Stock Details FTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Sell
11,160
-35
-0.3% -$3.21K 0.74% 39
2025
Q4 		$964K Sell
11,195
-1,549
-12% -$130K 0.7% 40
2025
Q3 		$1.06M Buy
12,744
+1,015
+9% +$82.6K 0.74% 39
2025
Q2 		$922K Sell
11,729
-7,700
-40% -$576K 0.66% 40
2025
Q1 		$1.49M Sell
19,429
-182
-0.9% -$14.1K 1.08% 31
2024
Q4 		$1.5M Sell
19,611
-239
-1% -$19K 1.12% 28
2024
Q3 		$1.57M Buy
19,850
+6
+0% +$459 1.34% 25
2024
Q2 		$1.46M Sell
19,844
-90
-0.5% -$6.68K 1.33% 23
2024
Q1 		$1.52M Buy
19,934
+12
+0.1% +$861 1.52% 24
2023
Q4 		$1.41M Buy
+19,922
New +$1.32M 1.62% 22

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IWC
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