Schrum Private Wealth 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
2024 Q4	–	Sell	-4,560	Closed	-$361K	–	143
2024 Q3	$361K	Buy	+4,560	New	+$361K	0.19%	114