Tyler-Stone Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Hold |
6,475
| – | – | 0.16% | 118 |
|
|
2025
Q1 | $851K | Sell |
6,475
-226
| -3% | -$29.7K | 0.15% | 128 |
|
|
2024
Q4 | $926K | Sell |
6,701
-722
| -10% | -$99.8K | 0.16% | 115 |
|
|
2024
Q3 | $976K | Buy |
7,423
+3,812
| +106% | +$501K | 0.18% | 113 |
|
|
2024
Q2 | $442K | Hold |
3,611
| – | – | 0.18% | 105 |
|
|
2024
Q1 | $445K | Sell |
3,611
-275
| -7% | -$33.9K | 0.2% | 105 |
|
|
2023
Q4 | $426K | Hold |
3,886
| – | – | 0.21% | 99 |
|
|
2023
Q3 | $376K | Buy |
3,886
+1
| +0% | +$97 | 0.21% | 95 |
|
|
2023
Q2 | $394K | Buy |
+3,885
| New | +$394K | 0.22% | 92 |
|
|
2022
Q4 | $366K | Buy |
4,007
+3
| +0.1% | +$274 | 0.25% | 85 |
|
|
2022
Q3 | $343K | Buy |
4,004
+2
| +0% | +$171 | 0.26% | 82 |
|
|
2022
Q2 | $353K | Buy |
4,002
+2
| +0.1% | +$176 | 0.24% | 93 |
|
|
2022
Q1 | $427K | Hold |
4,000
| – | – | 0.23% | 87 |
|
|
2021
Q4 | $481K | Buy |
+4,000
| New | +$481K | 0.25% | 88 |
|