Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4K | Sell |
354
-1,300
| -79% | -$196K | ﹤0.01% | 1173 |
|
|
2025
Q1 | $217K | Sell |
1,654
-300
| -15% | -$39.4K | 0.01% | 801 |
|
|
2024
Q4 | $270K | Hold |
1,954
| – | – | 0.01% | 735 |
|
|
2024
Q3 | $257K | Hold |
1,954
| – | – | 0.01% | 674 |
|
|
2024
Q2 | $239K | Hold |
1,954
| – | – | 0.01% | 672 |
|
|
2024
Q1 | $241K | Sell |
1,954
-36
| -2% | -$4.44K | ﹤0.01% | 726 |
|
|
2023
Q4 | $221K | Sell |
1,990
-2,075
| -51% | -$231K | 0.01% | 729 |
|
|
2023
Q3 | $393K | Sell |
4,065
-19
| -0.5% | -$1.84K | 0.02% | 529 |
|
|
2023
Q2 | $414K | Sell |
4,084
-20
| -0.5% | -$2.03K | 0.02% | 539 |
|
|
2023
Q1 | $382K | Buy |
4,104
+380
| +10% | +$35.4K | 0.01% | 557 |
|
|
2022
Q4 | $340K | Buy |
3,724
+1,779
| +91% | +$162K | 0.02% | 434 |
|
|
2022
Q3 | $166K | Sell |
1,945
-13,531
| -87% | -$1.15M | 0.01% | 578 |
|
|
2022
Q2 | $1.36M | Sell |
15,476
-2,746
| -15% | -$242K | 0.06% | 270 |
|
|
2022
Q1 | $1.94M | Buy |
18,222
+9,482
| +108% | +$1.01M | 0.05% | 283 |
|
|
2021
Q4 | $1.05M | Sell |
8,740
-3,705
| -30% | -$446K | 0.02% | 454 |
|
|
2021
Q3 | $1.38M | Buy |
12,445
+5,196
| +72% | +$577K | 0.04% | 342 |
|
|
2021
Q2 | $796K | Buy |
7,249
+2,110
| +41% | +$232K | 0.02% | 484 |
|
|
2021
Q1 | $502K | Buy |
+5,139
| New | +$502K | 0.01% | 664 |
|