TLFA
True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,247
| Closed | -$992K | – | 73 |
|
|
2023
Q3 | $992K | Hold |
10,247
| – | – | 0.12% | 49 |
|
|
2023
Q2 | $1.04M | Hold |
10,247
| – | – | 0.13% | 48 |
|
|
2023
Q1 | $953K | Hold |
10,247
| – | – | 0.12% | 57 |
|
|
2022
Q4 | $937K | Hold |
10,247
| – | – | 0.13% | 55 |
|
|
2022
Q3 | $877K | Hold |
10,247
| – | – | 0.13% | 60 |
|
|
2022
Q2 | $903K | Sell |
10,247
-3
| -0% | -$264 | 0.14% | 62 |
|
|
2022
Q1 | $1.09M | Buy |
10,250
+9,914
| +2,951% | +$1.06M | 0.16% | 53 |
|
|
2021
Q4 | $40K | Buy |
+336
| New | +$40K | 0.01% | 491 |
|