Sequent Planning’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
Q2 | $231K | Sell |
2,934
-83
| -3% | -$6.53K | 0.07% | 147 |
|
|
2025
Q1 | $231K | Sell |
3,017
-98
| -3% | -$7.52K | 0.08% | 131 |
|
|
2024
Q4 | $238K | Sell |
3,115
-144
| -4% | -$11K | 0.09% | 126 |
|
|
2024
Q3 | $258K | Sell |
3,259
-380
| -10% | -$30.1K | 0.09% | 122 |
|
|
2024
Q2 | $266K | Sell |
3,639
-493
| -12% | -$36.1K | 0.09% | 120 |
|
|
2024
Q1 | $316K | Buy |
+4,132
| New | +$316K | 0.11% | 111 |
|