Apollon Wealth Management
FTC icon

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
Q3 		$1.35M Sell
7,633
-250
-3% -$44.8K 0.02% 623
2026
Q2 		$1.53M Sell
7,883
-367
-4% -$64.9K 0.02% 580
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

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Boyce & Associates Wealth Consulting
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Hilton Head Capital Partners
Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Apollon Wealth Management's FTC Position: Q3 2026 in Review

Apollon Wealth Management reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 3.2% in Q3 2026, selling an estimated $44.8K and leaving 7,633 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #623.

Apollon Wealth Management first reported a position in FTC in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.44M in Q4 2021. 48 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • Apollon Wealth Management held 7,633 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.35M as of Q3 2026.
  • Apollon Wealth Management sold 250 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $44.8K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Apollon Wealth Management's portfolio in Q3 2026, its #623 holding.
  • Apollon Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 20 quarters since.
  • Apollon Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.44M in Q4 2021.
  • 48 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.