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Schrum Private Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Schrum Private Wealth Management’s Portfolio FTC Stock Details FTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,600
Closed -$221K – 128
2024
Q4 		$221K Sell
1,600
-1,600
-50% -$221K 0.19% 116
2024
Q3 		$421K Buy
+3,200
New +$421K 0.22% 107