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

Continuum Advisory’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 		– Sell
-34
Closed -$4.47K – 823
2025
Q1 		$4.47K Hold
34
– – ﹤0.01% 1135
2024
Q4 		$4.7K Hold
34
– – ﹤0.01% 1152
2024
Q3 		$4.83K Hold
34
– – ﹤0.01% 1166
2024
Q2 		$4.17K Hold
34
– – ﹤0.01% 1113
2024
Q1 		$4.1K Buy
+34
New +$3.95K ﹤0.01% 1106

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Continuum Advisory's FTC Position: Q2 2025 in Review

Continuum Advisory sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2025, closing a stake of 34 shares — an estimated $4.47K sold.

Continuum Advisory first reported a position in FTC in Q1 2024 and held it in 5 quarters. The position peaked at $4.83K in Q3 2024. 198 funds tracked by Wall St. Rank hold FTC as of Q2 2025.

  • Continuum Advisory reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 34 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $4.47K.
  • Continuum Advisory first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's First Trust Large Cap Growth AlphaDEX Fund position peaked at $4.83K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.