Summit Financial Wealth Advisors’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
2015
Q3
Sell
-9,650
Closed -$409K 231
2015
Q2
$409K Sell
9,650
-230
-2% -$9.75K 0.25% 64
2015
Q1
$440K Hold
9,880
0.3% 50
2014
Q4
$432K Buy
+9,880
New +$432K 0.3% 46