CONGRESS WEALTH MANAGEMENT LLC / DE / – First Trust Utilities AlphaDEX Fund Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$43.40M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-5.45%
quarter
First Trust Utilities AlphaDEX Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.93% | -310.29K shares | -12.52M | $30.55 | 1.42M |
| Q2 2022 | share | Increase | +20.61% | 295.83K shares | 7.11M | $32.31 | 1.73M |
| Q1 2022 | share | Increase | 0.00% | 1.43M shares | 48.81M | $34.01 | 1.43M |