AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $858K | Buy |
5,569
+1,232
| +28% | +$199K | ﹤0.01% | 883 |
|
|
2025
Q4 | $693K | Buy |
4,337
+1,121
| +35% | +$179K | ﹤0.01% | 923 |
|
|
2025
Q3 | $517K | Buy |
3,216
+1,146
| +55% | +$179K | ﹤0.01% | 964 |
|
|
2025
Q2 | $313K | Sell |
2,070
-304
| -13% | -$41.8K | ﹤0.01% | 1106 |
|
|
2025
Q1 | $312K | Sell |
2,374
-310
| -12% | -$43.5K | ﹤0.01% | 1070 |
|
|
2024
Q4 | $371K | Sell |
2,684
-12
| -0.4% | -$1.68K | ﹤0.01% | 1012 |
|
|
2024
Q3 | $354K | Sell |
2,696
-18,714
| -87% | -$2.33M | ﹤0.01% | 976 |
|
|
2024
Q2 | $2.62M | Buy |
21,410
+2,150
| +11% | +$259K | 0.03% | 459 |
|
|
2024
Q1 | $2.37M | Sell |
19,260
-5,646
| -23% | -$656K | 0.03% | 458 |
|
|
2023
Q4 | $2.78M | Sell |
24,906
-9
| -0% | -$909 | 0.01% | 791 |
|
|
2023
Q3 | $2.41M | Sell |
24,915
-3,064
| -11% | -$308K | 0.01% | 787 |
|
|
2023
Q2 | $2.83M | Buy |
27,979
+2,962
| +12% | +$280K | 0.02% | 724 |
|
|
2023
Q1 | $2.33M | Buy |
25,017
+3,606
| +17% | +$335K | 0.02% | 745 |
|
|
2022
Q4 | $1.96M | Buy |
21,411
+2,622
| +14% | +$243K | 0.01% | 761 |
|
|
2022
Q3 | $1.61M | Buy |
18,789
+2,832
| +18% | +$265K | 0.01% | 772 |
|
|
2022
Q2 | $1.41M | Buy |
15,957
+4,271
| +37% | +$409K | 0.01% | 780 |
|
|
2022
Q1 | $1.25M | Buy |
11,686
+2,603
| +29% | +$275K | 0.01% | 850 |
|
|
2021
Q4 | $1.09M | Buy |
9,083
+2,446
| +37% | +$290K | 0.01% | 902 |
|
|
2021
Q3 | $737K | Sell |
6,637
-58,260
| -90% | -$6.64M | 0.01% | 979 |
|
|
2021
Q2 | $7.12M | Sell |
64,897
-9,290
| -13% | -$959K | 0.06% | 285 |
|
|
2021
Q1 | $7.25M | Buy |
74,187
+65,102
| +717% | +$6.45M | 0.07% | 262 |
|
|
2020
Q4 | $878K | Sell |
9,085
-2,161
| -19% | -$195K | 0.01% | 750 |
|
|
2020
Q3 | $944K | Sell |
11,246
-110,243
| -91% | -$9.05M | 0.01% | 652 |
|
|
2020
Q2 | $9.31M | Buy |
121,489
+113,269
| +1,378% | +$7.95M | 0.14% | 151 |
|
|
2020
Q1 | $492K | Sell |
8,220
-2,021
| -20% | -$142K | 0.01% | 684 |
|
|
2019
Q4 | $747K | Buy |
10,241
+3,777
| +58% | +$267K | 0.02% | 602 |
|
|
2019
Q3 | $452K | Buy |
6,464
+2,748
| +74% | +$195K | 0.01% | 648 |
|
|
2019
Q2 | $261K | Buy |
+3,716
| New | +$253K | 0.01% | 803 |
|
Other funds holding FTC
CI