CA
FTC icon

Crumly & Associates’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Crumly & Associates’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
Q3 		$314K Hold
1,768
– – 0.06% 168
2026
Q2 		$343K Hold
1,768
– – 0.07% 150
2026
Q1 		$273K Sell
1,768
-855
-33% -$138K 0.06% 171
2025
Q4 		$419K Hold
2,623
– – 0.09% 132
2025
Q3 		$421K Hold
2,623
– – 0.09% 126
2025
Q2 		$396K Hold
2,623
– – 0.1% 113
2025
Q1 		$345K Sell
2,623
-53
-2% -$7.43K 0.1% 119
2024
Q4 		$370K Hold
2,676
– – 0.1% 110
2024
Q3 		$352K Hold
2,676
– – 0.1% 115
2024
Q2 		$328K Hold
2,676
– – 0.09% 113
2024
Q1 		$330K Sell
2,676
-494
-16% -$57.4K 0.09% 115
2023
Q4 		$347K Sell
3,170
-680
-18% -$68.7K 0.1% 107
2023
Q3 		$373K Sell
3,850
-376
-9% -$37.8K 0.15% 85
2023
Q2 		$428K Sell
4,226
-7,289
-63% -$689K 0.17% 84
2023
Q1 		$1.07M Buy
11,515
+4,091
+55% +$380K 0.47% 41
2022
Q4 		$679K Buy
7,424
+4,748
+177% +$440K 0.26% 48
2022
Q3 		$229K Hold
2,676
– – 0.09% 99
2022
Q2 		$236K Hold
2,676
– – 0.1% 100
2022
Q1 		$286K Hold
2,676
– – 0.11% 93
2021
Q4 		$281K Hold
2,676
– – 0.11% 91
2021
Q3 		$297K Hold
2,676
– – 0.14% 86
2021
Q2 		$294K Hold
2,676
– – 0.14% 87
2021
Q1 		$261K Hold
2,676
– – 0.15% 83
2020
Q4 		$270K Sell
2,676
-800
-23% -$72.1K 0.19% 58
2020
Q3 		$292K Sell
3,476
-350
-9% -$28.7K 0.25% 39
2020
Q2 		$293K Hold
3,826
– – 0.27% 36
2020
Q1 		$229K Sell
3,826
-1,997
-34% -$141K 0.28% 40
2019
Q4 		$425K Buy
+5,823
New +$412K 0.44% 33

Other funds holding FTC

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Crumly & Associates's FTC Position: Q3 2026 in Review

Crumly & Associates held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q3 2026 at 1,768 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #168.

Crumly & Associates first reported a position in FTC in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.07M in Q1 2023. 19 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • Crumly & Associates held 1,768 shares of First Trust Large Cap Growth AlphaDEX Fund worth $314K as of Q3 2026.
  • Crumly & Associates left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.06% of Crumly & Associates's portfolio in Q3 2026, its #168 holding.
  • Crumly & Associates first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 28 quarters since.
  • Crumly & Associates's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.07M in Q1 2023.
  • 19 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.