Stonebridge Financial Planning Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Sell |
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|
2025
Q1 | $868K | Sell |
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|
2024
Q4 | $976K | Hold |
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|
2024
Q3 | $928K | Sell |
|
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|
2024
Q2 | $896K | Sell |
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|
2024
Q1 | $960K | Sell |
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|
2023
Q4 | $875K | Sell |
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|
2023
Q3 | $956K | Sell |
|
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $991K | Sell |
|
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|
2022
Q4 | $983K | Sell |
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|
2022
Q3 | $954K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.47M | Buy |
|
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $1.38M | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.16M | Buy |
|