Chicago Partners Investment Group’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	$641K	Buy	3,766 +28	+0.7%	+$4.52K	0.01%	746
2025 Q4	$615K	Sell	3,738 -70	-2%	-$11.2K	0.02%	657
2025 Q3	$624K	Buy	3,808 +3	+0.1%	+$468	0.02%	583
2025 Q2	$586K	Buy	3,805 +2	+0.1%	+$275	0.02%	540
2025 Q1	$518K	Sell	3,803 -26	-0.7%	-$3.65K	0.02%	508
2024 Q4	$534K	Buy	3,829 +6	+0.2%	+$838	0.02%	484
2024 Q3	$513K	Sell	3,823 -39	-1%	-$4.85K	0.02%	484
2024 Q2	$470K	Buy	3,862 +1	+0%	+$120	0.02%	484
2024 Q1	$450K	Buy	3,861 +220	+6%	+$25.6K	0.02%	474
2023 Q4	$406K	Buy	3,641 +557	+18%	+$56.3K	0.02%	470
2023 Q3	$290K	Hold	3,084	–	–	0.02%	520
2023 Q2	$315K	Buy	+3,084	New	+$292K	0.02%	519