Steward Partners Investment Advisory’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 | $625K | Sell |
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|
2025
Q2 | $650K | Sell |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $829K | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $2.17M | Buy |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | $188K | Buy |
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|
2021
Q2 | $175K | Buy |
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|
2021
Q1 | $156K | Buy |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $24K | Buy |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $11K | Sell |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $36K | Sell |
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|
2019
Q2 | $43K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $49K | Sell |
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|
2018
Q1 | $57K | Hold |
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|
2017
Q4 | $59K | Hold |
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|
2017
Q3 | $56K | Buy |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Buy |
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