ABLE Financial Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

ABLE Financial Group’s Portfolio FTC Stock Details FTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,542	Closed	-$213K	–	203
2024 Q4	$213K	Sell	1,542 -1,618	-51%	-$226K	0.06%	186
2024 Q3	$415K	Sell	3,160 -236	-7%	-$29.3K	0.13%	117
2024 Q2	$416K	Sell	3,396 -284	-8%	-$34.1K	0.15%	106
2024 Q1	$454K	Sell	3,680 -1,108	-23%	-$129K	0.18%	95
2023 Q4	$525K	Sell	4,788 -571	-11%	-$57.7K	0.23%	78
2023 Q3	$519K	Sell	5,359 -30	-0.6%	-$3.02K	0.26%	72
2023 Q2	$546K	Buy	5,389 +468	+10%	+$44.2K	0.28%	64
2023 Q1	$458K	Buy	+4,921	New	+$458K	0.3%	72

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

ABLE Financial Group's FTC Position: Q1 2025 in Review

ABLE Financial Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2025, closing a stake of 1,542 shares — an estimated $213K sold.

ABLE Financial Group first reported a position in FTC in Q1 2023 and held it in 8 quarters. The position peaked at $546K in Q2 2023. 193 funds tracked by Wall St. Rank hold FTC as of Q1 2025.

ABLE Financial Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
ABLE Financial Group sold 1,542 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $213K.
ABLE Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2023 and held it in 8 quarters.
ABLE Financial Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $546K in Q2 2023.
193 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2025.

Based on ABLE Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.