True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,412
| Closed | -$869K | – | 72 |
|
|
2023
Q3 | $869K | Hold |
13,412
| – | – | 0.1% | 59 |
|
|
2023
Q2 | $894K | Hold |
13,412
| – | – | 0.11% | 57 |
|
|
2023
Q1 | $891K | Hold |
13,412
| – | – | 0.11% | 61 |
|
|
2022
Q4 | $883K | Hold |
13,412
| – | – | 0.12% | 56 |
|
|
2022
Q3 | $774K | Hold |
13,412
| – | – | 0.11% | 64 |
|
|
2022
Q2 | $833K | Buy |
13,412
+115
| +0.9% | +$7.14K | 0.13% | 66 |
|
|
2022
Q1 | $938K | Buy |
13,297
+12,740
| +2,287% | +$899K | 0.14% | 64 |
|
|
2021
Q4 | $39K | Buy |
+557
| New | +$39K | 0.01% | 494 |
|