Western Wealth Management’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
Q3 | $1.22M | Sell |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $982K | Sell |
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|
2022
Q4 | $984K | Sell |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q2 | $920K | Buy |
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|
2021
Q1 | $891K | Sell |
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|
2020
Q4 | $807K | Sell |
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|
2020
Q3 | $696K | Buy |
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|
2020
Q2 | $678K | Buy |
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|
2020
Q1 | $546K | Buy |
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|
2019
Q4 | $841K | Buy |
|