STAR Financial Bank’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 | $535K | Buy |
6,801
+3,725
| +121% | +$293K | 0.34% | 61 |
|
|
2025
Q1 | $236K | Sell |
3,076
-399
| -11% | -$30.6K | 0.17% | 95 |
|
|
2024
Q4 | $266K | Hold |
3,475
| – | – | 0.19% | 86 |
|
|
2024
Q3 | $275K | Sell |
3,475
-1,823
| -34% | -$144K | 0.19% | 100 |
|
|
2024
Q2 | $390K | Sell |
5,298
-1,915
| -27% | -$141K | 0.3% | 78 |
|
|
2024
Q1 | $551K | Sell |
7,213
-128
| -2% | -$9.78K | 0.47% | 52 |
|
|
2023
Q4 | $520K | Hold |
7,341
| – | – | 0.47% | 53 |
|
|
2023
Q3 | $476K | Sell |
7,341
-92
| -1% | -$5.96K | 0.49% | 49 |
|
|
2023
Q2 | $496K | Hold |
7,433
| – | – | 0.46% | 52 |
|
|
2023
Q1 | $494K | Sell |
7,433
-672
| -8% | -$44.6K | 0.48% | 54 |
|
|
2022
Q4 | $533K | Buy |
+8,105
| New | +$533K | 0.53% | 49 |
|