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Apollon Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Apollon Wealth Management’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
2026
Q1 		$1.27M Sell
8,250
-3,123
-27% -$504K 0.02% 516
2025
Q4 		$1.82M Sell
11,373
-1,070
-9% -$171K 0.03% 389
2025
Q3 		$2M Sell
12,443
-350
-3% -$54.6K 0.04% 380
2025
Q2 		$1.93M Sell
12,793
-1,151
-8% -$158K 0.04% 365
2025
Q1 		$1.83M Sell
13,944
-1,222
-8% -$171K 0.04% 349
2024
Q4 		$2.1M Sell
15,166
-1,971
-12% -$275K 0.05% 328
2024
Q3 		$2.25M Buy
17,137
+232
+1% +$28.8K 0.06% 278
2024
Q2 		$2.07M Buy
16,905
+256
+2% +$30.8K 0.06% 281
2024
Q1 		$2.05M Sell
16,649
-184
-1% -$21.4K 0.06% 282
2023
Q4 		$1.84M Buy
16,833
+36
+0.2% +$3.64K 0.06% 284
2023
Q3 		$1.63M Sell
16,797
-237
-1% -$23.9K 0.08% 242
2023
Q2 		$1.73M Buy
17,034
+130
+0.8% +$12.3K 0.08% 243
2023
Q1 		$1.57M Sell
16,904
-540
-3% -$50.2K 0.1% 220
2022
Q4 		$1.59M Buy
17,444
+41
+0.2% +$3.8K 0.11% 191
2022
Q3 		$1.49M Sell
17,403
-74
-0.4% -$6.93K 0.12% 181
2022
Q2 		$1.54M Sell
17,477
-2,789
-14% -$267K 0.13% 177
2022
Q1 		$2.16M Sell
20,266
-20
-0.1% -$2.11K 0.15% 147
2021
Q4 		$2.44M Buy
+20,286
New +$2.4M 0.18% 129

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Apollon Wealth Management's FTC Position: Q1 2026 in Review

Apollon Wealth Management reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 27% in Q1 2026, selling an estimated $504K and leaving 8,250 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #516.

Apollon Wealth Management first reported a position in FTC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.44M in Q4 2021. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Apollon Wealth Management held 8,250 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.27M as of Q1 2026.
  • Apollon Wealth Management sold 3,123 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $504K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #516 holding.
  • Apollon Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 18 quarters since.
  • Apollon Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.44M in Q4 2021.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.