CFD
FTC icon

Creative Financial Designs’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-10
Closed -$1.6K – 2189
2025
Q4 		$1.6K Hold
10
– – ﹤0.01% 1720
2025
Q3 		$1.61K Hold
10
– – ﹤0.01% 1724
2025
Q2 		$1.51K Buy
+10
New +$1.38K ﹤0.01% 1719
2023
Q3 		– Sell
-1,127
Closed -$113K – 1526
2023
Q2 		$114K Sell
1,127
-31
-3% -$2.93K 0.01% 453
2023
Q1 		$108K Sell
1,158
-132
-10% -$12.3K 0.01% 451
2022
Q4 		$118K Hold
1,290
– – 0.02% 419
2022
Q3 		$110K Hold
1,290
– – 0.02% 419
2022
Q2 		$114K Sell
1,290
-192
-13% -$18.4K 0.02% 405
2022
Q1 		$158K Sell
1,482
-1
-0.1% -$106 0.02% 348
2021
Q4 		$178K Buy
1,483
+113
+8% +$13.4K 0.03% 329
2021
Q3 		$152K Buy
1,370
+350
+34% +$39.9K 0.03% 364
2021
Q2 		$112K Buy
1,020
+105
+11% +$10.8K 0.02% 420
2021
Q1 		$89K Buy
915
+825
+917% +$81.7K 0.02% 440
2020
Q4 		$9K Hold
90
– – ﹤0.01% 884
2020
Q3 		$8K Buy
+90
New +$7.39K ﹤0.01% 839
2020
Q2 		– Sell
-885
Closed -$53K – 1165
2020
Q1 		$53K Sell
885
-9,682
-92% -$683K 0.03% 219
2019
Q4 		$776K Sell
10,567
-1,318
-11% -$93.3K 0.35% 70
2019
Q3 		$809K Sell
11,885
-284
-2% -$20.1K 0.44% 53
2019
Q2 		$868K Sell
12,169
-740
-6% -$50.5K 0.47% 51
2019
Q1 		$864K Sell
12,909
-11,688
-48% -$742K 0.52% 48
2018
Q4 		$1.41M Sell
24,597
-3,449
-12% -$214K 1.02% 29
2018
Q3 		$1.97M Buy
28,046
+757
+3% +$52K 1.13% 24
2018
Q2 		$1.8M Sell
27,289
-329
-1% -$21.6K 1.06% 25
2018
Q1 		$1.76M Sell
27,618
-848
-3% -$54.7K 1.13% 24
2017
Q4 		$1.74M Sell
28,466
-1,481
-5% -$88.8K 1.18% 23
2017
Q3 		$1.72M Buy
29,947
+224
+0.8% +$12.5K 0.99% 27
2017
Q2 		$1.63M Sell
29,723
-122
-0.4% -$6.57K 1.04% 26
2017
Q1 		$1.57M Buy
29,845
+558
+2% +$28.8K 1.13% 24
2016
Q4 		$1.44M Buy
+29,287
New +$1.44M 1.17% 23

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Creative Financial Designs's FTC Position: Q1 2026 in Review

Creative Financial Designs sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 10 shares — an estimated $1.6K sold.

Creative Financial Designs first reported a position in FTC in Q4 2016 and held it in 29 quarters. The position peaked at $1.97M in Q3 2018. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Creative Financial Designs reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Creative Financial Designs sold 10 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $1.6K.
  • Creative Financial Designs first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2016 and held it in 29 quarters.
  • Creative Financial Designs's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.97M in Q3 2018.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.