Summit Wealth Group’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
2021 Q3	–	Sell	-59	Closed	-$4K	–	119
2021 Q2	$4K	Hold	59	–	–	0.01%	138
2021 Q1	$4K	Buy	+59	New	+$4K	0.01%	130