Sowell Financial Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,933
| Closed | -$194K | – | 1322 |
|
2021
Q1 | $194K | Sell |
1,933
-828
| -30% | -$83.1K | 0.01% | 1072 |
|
2020
Q4 | $267K | Sell |
2,761
-730
| -21% | -$70.6K | 0.01% | 742 |
|
2020
Q3 | $293K | Sell |
3,491
-122
| -3% | -$10.2K | 0.01% | 624 |
|
2020
Q2 | $277K | Buy |
3,613
+696
| +24% | +$53.4K | 0.02% | 625 |
|
2020
Q1 | $175K | Buy |
+2,917
| New | +$175K | 0.01% | 687 |
|