Triton 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 | $1.91M | Buy |
+23,681
| New | +$1.91M | 0.82% | 19 |
|
|
2024
Q4 | $1.95M | Hold |
23,910
| – | – | 1% | 16 |
|
|
2024
Q3 | $1.89M | Sell |
23,910
-111
| -0.5% | -$8.77K | 1.07% | 16 |
|
|
2024
Q2 | $1.82M | Sell |
24,021
-117
| -0.5% | -$8.88K | 1.07% | 15 |
|
|
2024
Q1 | $1.79M | Sell |
24,138
-234
| -1% | -$17.3K | 1.24% | 13 |
|
|
2023
Q4 | $1.73M | Buy |
24,372
+79
| +0.3% | +$5.59K | 1.13% | 14 |
|
|
2023
Q3 | $1.59M | Sell |
24,293
-28,745
| -54% | -$1.88M | 1.07% | 14 |
|
|
2023
Q2 | $3.71M | Sell |
53,038
-521
| -1% | -$36.4K | 2.08% | 8 |
|
|
2023
Q1 | $3.51M | Buy |
53,559
+10,241
| +24% | +$670K | 2.15% | 8 |
|
|
2022
Q4 | $3M | Sell |
43,318
-492
| -1% | -$34.1K | 1.82% | 9 |
|
|
2022
Q3 | $2.69M | Buy |
43,810
+2,603
| +6% | +$160K | 1.6% | 10 |
|
|
2022
Q2 | $2.7M | Buy |
+41,207
| New | +$2.7M | 1.9% | 12 |
|