WMG 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 | $651K | Sell |
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|
2025
Q2 | $634K | Hold |
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|
2025
Q1 | $552K | Hold |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $555K | Hold |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $429K | Hold |
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|
2022
Q4 | $421K | Hold |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $686K | Sell |
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|
2021
Q4 | $1.31M | Buy |
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