CI
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CX Institutional’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

CX Institutional’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
Q2 		$21.2M Sell
109,235
-4,550
-4% -$804K 0.61% 39
2026
Q1 		$17.5M Buy
113,785
+6,007
+6% +$969K 0.54% 41
2025
Q4 		$17.2M Buy
107,778
+2,738
+3% +$438K 0.51% 41
2025
Q3 		$16.9M Sell
105,040
-9,944
-9% -$1.55M 0.51% 40
2025
Q2 		$17.4M Buy
114,984
+21,013
+22% +$2.89M 0.61% 34
2025
Q1 		$12.3M Buy
93,971
+35,892
+62% +$5.03M 0.47% 53
2024
Q4 		$8.03M Buy
58,079
+7,649
+15% +$1.07M 0.32% 71
2024
Q3 		$6.63M Buy
50,430
+6,476
+15% +$805K 0.29% 91
2024
Q2 		$5.39M Sell
43,954
-4,553
-9% -$547K 0.25% 99
2024
Q1 		$5.98M Buy
48,507
+15,296
+46% +$1.78M 0.29% 86
2023
Q4 		$3.64M Sell
33,211
-40,999
-55% -$4.14M 0.19% 139
2023
Q3 		$7.18M Buy
74,210
+38,671
+109% +$3.89M 0.4% 69
2023
Q2 		$3.6M Buy
35,539
+32
+0.1% +$3.02K 0.19% 159
2023
Q1 		$3.33M Sell
35,507
-17,950
-34% -$1.67M 0.18% 173
2022
Q4 		$4.89M Sell
53,457
-41,570
-44% -$3.85M 0.3% 85
2022
Q3 		$8.13M Buy
95,027
+16,768
+21% +$1.57M 0.56% 45
2022
Q2 		$6.9M Buy
+78,259
New +$7.5M 0.52% 46

Other funds holding FTC

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return