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

Advisornet Financial’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
2024 Q4	–	Sell	-766	Closed	-$101K	–	2054
2024 Q3	$101K	Hold	766	–	–	0.01%	699
2024 Q2	$93.9K	Hold	766	–	–	0.01%	660
2024 Q1	$94.4K	Hold	766	–	–	0.01%	647
2023 Q4	$83.9K	Hold	766	–	–	0.01%	689
2023 Q3	$74.1K	Hold	766	–	–	0.01%	686
2023 Q2	$77.6K	Hold	766	–	–	0.01%	696
2023 Q1	$71.3K	Hold	766	–	–	0.01%	700
2022 Q4	$70K	Hold	766	–	–	0.01%	712
2022 Q3	$66K	Hold	766	–	–	0.01%	771
2022 Q2	$68K	Hold	766	–	–	0.01%	786
2022 Q1	$82K	Hold	766	–	–	0.01%	807
2021 Q4	$92K	Hold	766	–	–	0.01%	840
2021 Q3	$85K	Sell	766 -477	-38%	-$54.4K	0.01%	846
2021 Q2	$136K	Hold	1,243	–	–	0.01%	696
2021 Q1	$121K	Hold	1,243	–	–	0.01%	696
2020 Q4	$120K	Buy	1,243 +766	+161%	+$69.1K	0.01%	638
2020 Q3	$40K	Hold	477	–	–	﹤0.01%	913
2020 Q2	$37K	Hold	477	–	–	﹤0.01%	933
2020 Q1	$29K	Sell	477 -392	-45%	-$27.6K	﹤0.01%	957
2019 Q4	$63K	Hold	869	–	–	0.01%	816
2019 Q3	$61K	Hold	869	–	–	0.01%	827
2019 Q2	$61K	Hold	869	–	–	0.01%	748
2019 Q1	$58K	Sell	869 -19	-2%	-$1.21K	0.01%	693
2018 Q4	$51K	Hold	888	–	–	0.01%	684
2018 Q3	$62K	Buy	+888	New	+$61K	0.01%	667

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Advisornet Financial's FTC Position: Q4 2024 in Review

Advisornet Financial sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 766 shares — an estimated $101K sold.

Advisornet Financial first reported a position in FTC in Q3 2018 and held it in 25 quarters. The position peaked at $136K in Q2 2021. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

Advisornet Financial reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 766 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $101K.
Advisornet Financial first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2018 and held it in 25 quarters.
Advisornet Financial's First Trust Large Cap Growth AlphaDEX Fund position peaked at $136K in Q2 2021.
200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.