TCFG Wealth Management’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	$1.1M	Sell	13,971 -26	-0.2%	-$2.04K	0.5%	45
2025 Q1	$1.07M	Sell	13,997 -508	-4%	-$39K	0.54%	43
2024 Q4	$1.11M	Sell	14,505 -85	-0.6%	-$6.5K	0.56%	40
2024 Q3	$1.15M	Buy	+14,590	New	+$1.15M	0.58%	43