Western Wealth Management’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 | $3.24M | Sell |
21,463
-2,176
| -9% | -$329K | 0.19% | 101 |
|
|
2025
Q1 | $3.11M | Sell |
23,639
-12,862
| -35% | -$1.69M | 0.21% | 101 |
|
|
2024
Q4 | $5.05M | Sell |
36,501
-2,359
| -6% | -$326K | 0.33% | 59 |
|
|
2024
Q3 | $5.11M | Sell |
38,860
-276
| -0.7% | -$36.3K | 0.29% | 69 |
|
|
2024
Q2 | $4.8M | Sell |
39,136
-5,167
| -12% | -$633K | 0.36% | 53 |
|
|
2024
Q1 | $5.46M | Buy |
44,303
+10,333
| +30% | +$1.27M | 0.42% | 48 |
|
|
2023
Q4 | $3.72M | Buy |
33,970
+17,715
| +109% | +$1.94M | 0.27% | 80 |
|
|
2023
Q3 | $1.57M | Buy |
16,255
+3,199
| +25% | +$310K | 0.13% | 162 |
|
|
2023
Q2 | $1.32M | Buy |
13,056
+972
| +8% | +$98.5K | 0.11% | 185 |
|
|
2023
Q1 | $1.12M | Buy |
12,084
+2,506
| +26% | +$233K | 0.1% | 210 |
|
|
2022
Q4 | $876K | Sell |
9,578
-9,055
| -49% | -$828K | 0.09% | 244 |
|
|
2022
Q3 | $1.59M | Buy |
18,633
+2,677
| +17% | +$229K | 0.09% | 218 |
|
|
2022
Q2 | $1.41M | Sell |
15,956
-608
| -4% | -$53.5K | 0.08% | 241 |
|
|
2022
Q1 | $1.77M | Buy |
16,564
+8,208
| +98% | +$876K | 0.09% | 219 |
|
|
2021
Q4 | $1M | Buy |
+8,356
| New | +$1M | 0.1% | 196 |
|
|
2021
Q2 | $1.15M | Sell |
10,515
-4,962
| -32% | -$544K | 0.12% | 188 |
|
|
2021
Q1 | $1.51M | Sell |
15,477
-1,066
| -6% | -$104K | 0.2% | 117 |
|
|
2020
Q4 | $1.6M | Buy |
16,543
+340
| +2% | +$32.9K | 0.23% | 104 |
|
|
2020
Q3 | $1.36M | Sell |
16,203
-46
| -0.3% | -$3.86K | 0.22% | 105 |
|
|
2020
Q2 | $1.25M | Sell |
16,249
-11
| -0.1% | -$843 | 0.23% | 109 |
|
|
2020
Q1 | $977K | Buy |
16,260
+17
| +0.1% | +$1.02K | 0.22% | 106 |
|
|
2019
Q4 | $1.18M | Buy |
+16,243
| New | +$1.18M | 0.18% | 126 |
|