Waverly Advisors’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	$1.18M	Buy	14,974 +37	+0.2%	+$2.91K	0.01%	580
2025 Q1	$1.15M	Buy	14,937 +1,760	+13%	+$135K	0.01%	579
2024 Q4	$1.01M	Buy	+13,177	New	+$1.01M	0.02%	504