Avantax Advisory Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Avantax Advisory Services’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 Q2	$4.26M	Sell	28,228 -6,406	-18%	-$882K	0.02%	503
2025 Q1	$4.55M	Sell	34,634 -12,617	-27%	-$1.77M	0.03%	440
2024 Q4	$6.53M	Sell	47,251 -11,353	-19%	-$1.59M	0.04%	325
2024 Q3	$7.7M	Sell	58,604 -595	-1%	-$74K	0.05%	289
2024 Q2	$7.25M	Sell	59,199 -7,766	-12%	-$934K	0.05%	275
2024 Q1	$8.26M	Sell	66,965 -804	-1%	-$93.4K	0.07%	212
2023 Q4	$7.42M	Buy	67,769 +1,961	+3%	+$198K	0.07%	208
2023 Q3	$6.37M	Sell	65,808 -1,423	-2%	-$143K	0.07%	208
2023 Q2	$6.81M	Buy	67,231 +3,340	+5%	+$316K	0.08%	194
2023 Q1	$5.94M	Sell	63,891 -1,164	-2%	-$108K	0.07%	212
2022 Q4	$5.95M	Buy	65,055 +8,630	+15%	+$800K	0.08%	193
2022 Q3	$4.83M	Buy	56,425 +27	+0%	+$2.53K	0.07%	203
2022 Q2	$4.97M	Buy	56,398 +9,542	+20%	+$914K	0.07%	199
2022 Q1	$5M	Sell	46,856 -3,154	-6%	-$333K	0.07%	211
2021 Q4	$6.01M	Sell	50,010 -9,047	-15%	-$1.07M	0.09%	163
2021 Q3	$6.56M	Sell	59,057 -684	-1%	-$78K	0.11%	143
2021 Q2	$6.56M	Sell	59,741 -1,776	-3%	-$183K	0.12%	137
2021 Q1	$6.01M	Sell	61,517 -17,037	-22%	-$1.69M	0.13%	130
2020 Q4	$7.59M	Sell	78,554 -23,272	-23%	-$2.1M	0.18%	96
2020 Q3	$8.55M	Buy	101,826 +12,281	+14%	+$1.01M	0.14%	127
2020 Q2	$6.86M	Buy	89,545 +9,720	+12%	+$682K	0.2%	85
2020 Q1	$4.79M	Buy	79,825 +11,233	+16%	+$792K	0.14%	103
2019 Q4	$5M	Buy	+68,592	New	+$4.86M	0.12%	117

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Avantax Advisory Services's FTC Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 18% in Q2 2025, selling an estimated $882K and leaving 28,228 shares worth $4.26M. The position accounts for 0.02% of the portfolio, ranked #503.

Avantax Advisory Services first reported a position in FTC in Q4 2019 and has held it in 23 quarters since. The position peaked at $8.55M in Q3 2020. 198 funds tracked by Wall St. Rank hold FTC as of Q2 2025.

Avantax Advisory Services held 28,228 shares of First Trust Large Cap Growth AlphaDEX Fund worth $4.26M as of Q2 2025.
Avantax Advisory Services sold 6,406 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $882K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #503 holding.
Avantax Advisory Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $8.55M in Q3 2020.
198 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.