Saxony Capital Management’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
Q1 | – | Sell |
-2,739
| Closed | -$209K | – | 125 |
|
|
2024
Q4 | $209K | Sell |
2,739
-274
| -9% | -$20.9K | 0.18% | 118 |
|
|
2024
Q3 | $238K | Buy |
3,013
+1
| +0% | +$79 | 0.22% | 109 |
|
|
2024
Q2 | $222K | Sell |
3,012
-307
| -9% | -$22.6K | 0.24% | 110 |
|
|
2024
Q1 | $254K | Sell |
3,319
-159
| -5% | -$12.1K | 0.31% | 77 |
|
|
2023
Q4 | $246K | Buy |
+3,478
| New | +$246K | 0.33% | 83 |
|