Creative Planning’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
6,058
-2,427
| -29% | -$366K | ﹤0.01% | 1939 |
|
|
2025
Q1 | $1.11M | Buy |
+8,485
| New | +$1.11M | ﹤0.01% | 1633 |
|
|
2024
Q1 | – | Sell |
-2,073
| Closed | -$227K | – | 2887 |
|
|
2023
Q4 | $227K | Buy |
+2,073
| New | +$227K | ﹤0.01% | 2307 |
|
|
2015
Q2 | – | Sell |
-65
| Closed | -$3K | – | 1699 |
|
|
2015
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 3655 |
|
|
2014
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 3615 |
|
|
2014
Q3 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 3436 |
|