Walkner Condon Financial Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $476K | Hold |
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|
2025
Q2 | $447K | Hold |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $410K | Sell |
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|
2024
Q3 | $512K | Buy |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $483K | Sell |
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|
2023
Q4 | $525K | Sell |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $742K | Sell |
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|
2023
Q1 | $692K | Buy |
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|
2022
Q4 | $680K | Buy |
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|
2022
Q3 | $636K | Hold |
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|
2022
Q2 | $655K | Buy |
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|
2022
Q1 | $787K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $904K | Buy |
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|
2021
Q2 | $879K | Buy |
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|
2021
Q1 | $782K | Sell |
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|
2020
Q4 | $893K | Sell |
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|
2020
Q3 | $940K | Sell |
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|
2020
Q2 | $887K | Sell |
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|
2020
Q1 | $762K | Sell |
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|
2019
Q4 | $1.03M | Buy |
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