Valmark Advisers’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $328K | Hold |
|
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|
2024
Q2 | $305K | Hold |
|
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|
2024
Q1 | $316K | Hold |
|
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $394K | Hold |
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|
2023
Q2 | $406K | Hold |
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|
2023
Q1 | $404K | Sell |
|
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|
2022
Q4 | $491K | Hold |
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|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $464K | Hold |
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|
2022
Q1 | $527K | Hold |
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|
2021
Q4 | $522K | Hold |
|
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $490K | Hold |
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|
2021
Q1 | $475K | Hold |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $348K | Hold |
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|
2020
Q2 | $339K | Hold |
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|
2020
Q1 | $275K | Hold |
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|
2019
Q4 | $422K | Sell |
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|
2019
Q3 | $395K | Buy |
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|
2019
Q2 | $389K | Hold |
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|
2019
Q1 | $385K | Hold |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $404K | Hold |
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|
2018
Q2 | $391K | Hold |
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|
2018
Q1 | $394K | Hold |
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|
2017
Q4 | $408K | Buy |
|