ShoreHaven Wealth Partners’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
Q2
Sell
-2,927
Closed -$224K 79
2024
Q1
$224K Buy
2,927
+12
+0.4% +$917 0.12% 76
2023
Q4
$207K Buy
+2,915
New +$207K 0.13% 74
2022
Q2
Sell
-2,837
Closed -$200K 77
2022
Q1
$200K Buy
+2,837
New +$200K 0.11% 61