Wealthcare Advisory Partners’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 | $1.08M | Buy |
7,157
+2,232
| +45% | +$337K | 0.02% | 462 |
|
|
2025
Q1 | $647K | Buy |
4,925
+562
| +13% | +$73.8K | 0.02% | 536 |
|
|
2024
Q4 | $603K | Buy |
4,363
+200
| +5% | +$27.7K | 0.02% | 529 |
|
|
2024
Q3 | $547K | Buy |
4,163
+1,397
| +51% | +$184K | 0.02% | 545 |
|
|
2024
Q2 | $339K | Buy |
2,766
+711
| +35% | +$87.1K | 0.01% | 640 |
|
|
2024
Q1 | $253K | Sell |
2,055
-576
| -22% | -$71K | 0.01% | 721 |
|
|
2023
Q4 | $288K | Sell |
2,631
-3,812
| -59% | -$418K | 0.01% | 617 |
|
|
2023
Q3 | $623K | Buy |
6,443
+1,531
| +31% | +$148K | 0.03% | 379 |
|
|
2023
Q2 | $498K | Buy |
4,912
+1,731
| +54% | +$175K | 0.02% | 450 |
|
|
2023
Q1 | $296K | Buy |
+3,181
| New | +$296K | 0.01% | 581 |
|
|
2022
Q1 | – | Sell |
-2,071
| Closed | -$249K | – | 558 |
|
|
2021
Q4 | $249K | Buy |
+2,071
| New | +$249K | 0.01% | 484 |
|
|
2021
Q3 | – | Sell |
-2,204
| Closed | -$242K | – | 556 |
|
|
2021
Q2 | $242K | Sell |
2,204
-1,130
| -34% | -$124K | 0.02% | 473 |
|
|
2021
Q1 | $326K | Sell |
3,334
-525
| -14% | -$51.3K | 0.02% | 369 |
|
|
2020
Q4 | $373K | Sell |
3,859
-3,068
| -44% | -$297K | 0.03% | 282 |
|
|
2020
Q3 | $582K | Sell |
6,927
-159
| -2% | -$13.4K | 0.06% | 182 |
|
|
2020
Q2 | $543K | Buy |
7,086
+60
| +0.9% | +$4.6K | 0.07% | 161 |
|
|
2020
Q1 | $421K | Buy |
7,026
+6,706
| +2,096% | +$402K | 0.06% | 175 |
|
|
2019
Q4 | $23K | Buy |
320
+161
| +101% | +$11.6K | ﹤0.01% | 728 |
|
|
2019
Q3 | $11K | Buy |
+159
| New | +$11K | ﹤0.01% | 892 |
|