SWMG
Sanchez Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-43,913
| Closed | -$3.1M | – | 26 |
|
|
2018
Q3 | $3.1M | Buy |
43,913
+1,060
| +2% | +$74.8K | 3.18% | 9 |
|
|
2018
Q2 | $2.83M | Buy |
42,853
+1,755
| +4% | +$116K | 2.68% | 10 |
|
|
2018
Q1 | $2.55M | Buy |
41,098
+397
| +1% | +$24.6K | 2.57% | 10 |
|
|
2017
Q4 | $2.58M | Buy |
+40,701
| New | +$2.58M | 2.66% | 10 |
|