XWM
Xcel Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
2,331
| – | – | 0.1% | 107 |
|
|
2025
Q1 | $306K | Hold |
2,331
| – | – | 0.1% | 112 |
|
|
2024
Q4 | $322K | Hold |
2,331
| – | – | 0.09% | 108 |
|
|
2024
Q3 | $306K | Hold |
2,331
| – | – | 0.09% | 106 |
|
|
2024
Q2 | $286K | Hold |
2,331
| – | – | 0.09% | 107 |
|
|
2024
Q1 | $287K | Buy |
2,331
+14
| +0.6% | +$1.73K | 0.09% | 104 |
|
|
2023
Q4 | $254K | Hold |
2,317
| – | – | 0.09% | 100 |
|
|
2023
Q3 | $224K | Hold |
2,317
| – | – | 0.09% | 98 |
|
|
2023
Q2 | $235K | Hold |
2,317
| – | – | 0.07% | 117 |
|
|
2023
Q1 | $216K | Hold |
2,317
| – | – | 0.08% | 121 |
|
|
2022
Q4 | $212K | Buy |
+2,317
| New | +$212K | 0.08% | 120 |
|