TWM
Triton Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,682
| Closed | -$495K | – | 89 |
|
|
2022
Q1 | $495K | Hold |
4,682
| – | – | 0.26% | 51 |
|
|
2021
Q4 | $495K | Hold |
4,682
| – | – | 0.26% | 51 |
|
|
2021
Q3 | $544K | Hold |
4,682
| – | – | 0.26% | 57 |
|
|
2021
Q2 | $538K | Hold |
4,682
| – | – | 0.31% | 56 |
|
|
2021
Q1 | $469K | Hold |
4,682
| – | – | 0.32% | 62 |
|
|
2020
Q4 | $451K | Hold |
4,682
| – | – | 0.29% | 44 |
|
|
2020
Q3 | $400K | Sell |
4,682
-171
| -4% | -$14.6K | 0.34% | 41 |
|
|
2020
Q2 | $394K | Buy |
4,853
+278
| +6% | +$22.6K | 0.41% | 42 |
|
|
2020
Q1 | $312K | Buy |
+4,575
| New | +$312K | 0.51% | 37 |
|