Sunbelt Securities’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 | $58.8K | Buy |
769
+399
| +108% | +$30.5K | 0.01% | 904 |
|
|
2025
Q1 | $28.4K | Sell |
370
-397
| -52% | -$30.5K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $58.5K | Hold |
767
| – | – | 0.01% | 903 |
|
|
2024
Q3 | $60.7K | Buy |
767
+4
| +0.5% | +$316 | 0.01% | 893 |
|
|
2024
Q2 | $56.1K | Hold |
763
| – | – | 0.01% | 875 |
|
|
2024
Q1 | $58.2K | Buy |
763
+2
| +0.3% | +$153 | 0.01% | 839 |
|
|
2023
Q4 | $53.9K | Buy |
761
+3
| +0.4% | +$213 | 0.01% | 803 |
|
|
2023
Q3 | $49.1K | Buy |
758
+2
| +0.3% | +$130 | 0.01% | 807 |
|
|
2023
Q2 | $50.4K | Buy |
756
+4
| +0.5% | +$267 | 0.01% | 795 |
|
|
2023
Q1 | $49.3K | Buy |
+752
| New | +$49.3K | 0.01% | 747 |
|