Trueblood 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 | $3.07M | Buy |
39,090
+1,857
| +5% | +$146K | 1.29% | 9 |
|
|
2025
Q1 | $2.86M | Buy |
37,233
+1,891
| +5% | +$145K | 1.33% | 9 |
|
|
2024
Q4 | $2.7M | Buy |
35,342
+1,734
| +5% | +$133K | 1.33% | 6 |
|
|
2024
Q3 | $2.66M | Buy |
33,608
+7,773
| +30% | +$615K | 1.34% | 6 |
|
|
2024
Q2 | $1.9M | Buy |
25,835
+2,049
| +9% | +$151K | 1.07% | 16 |
|
|
2024
Q1 | $1.82M | Buy |
23,786
+1,437
| +6% | +$110K | 1.04% | 15 |
|
|
2023
Q4 | $1.58M | Buy |
+22,349
| New | +$1.58M | 0.99% | 19 |
|