Sound Income Strategies’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 | – | Hold |
0
| – | -$5 | – | 1599 |
|
|
2025
Q1 | – | Hold |
0
| – | -$5 | – | 1545 |
|
|
2024
Q4 | – | Hold |
0
| – | -$5 | – | 1462 |
|
|
2024
Q3 | – | Hold |
0
| – | -$4 | – | 1396 |
|
|
2024
Q2 | – | Sell |
-44
| Closed | -$3.37K | – | 1367 |
|
|
2024
Q1 | $3.37K | Buy |
+44
| New | +$3.37K | ﹤0.01% | 968 |
|
|
2023
Q4 | – | Hold |
0
| – | -$4 | – | 1313 |
|
|
2023
Q3 | – | Sell |
-139
| Closed | -$9.27K | – | 1145 |
|
|
2023
Q2 | $9.27K | Buy |
+139
| New | +$9.27K | ﹤0.01% | 587 |
|