Spire Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $133K | Sell |
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|
2025
Q2 | $128K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $338K | Sell |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | $155K | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $549K | Buy |
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