BlueChip Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

BlueChip Wealth Advisors’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 Q3	–	Sell	-1,426	Closed	-$215K	–	164
2025 Q2	$215K	Buy	+1,426	New	+$196K	0.1%	161
2025 Q1	–	Sell	-1,471	Closed	-$203K	–	155
2024 Q4	$203K	Buy	+1,471	New	+$205K	0.11%	133
2024 Q2	–	Sell	-1,759	Closed	-$217K	–	140
2024 Q1	$217K	Sell	1,759 -300	-15%	-$34.9K	0.14%	116
2023 Q4	$226K	Buy	+2,059	New	+$208K	0.16%	105

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

BlueChip Wealth Advisors's FTC Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2025, closing a stake of 1,426 shares — an estimated $215K sold.

BlueChip Wealth Advisors first reported a position in FTC in Q4 2023 and held it in 4 quarters. The position peaked at $226K in Q4 2023. 197 funds tracked by Wall St. Rank hold FTC as of Q3 2025.

BlueChip Wealth Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 1,426 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2025, an estimated $215K.
BlueChip Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2023 and held it in 4 quarters.
BlueChip Wealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $226K in Q4 2023.
197 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.