DFA
FTC icon

DHJJ Financial Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

DHJJ Financial Advisors’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 		$1.23K Hold
8
– – ﹤0.01% 790
2025
Q4 		$1.28K Hold
8
– – ﹤0.01% 754
2025
Q3 		$1.29K Hold
8
– – ﹤0.01% 733
2025
Q2 		$1.21K Hold
8
– – ﹤0.01% 719
2025
Q1 		$1.05K Hold
8
– – ﹤0.01% 684
2024
Q4 		$1.11K Hold
8
– – ﹤0.01% 650
2024
Q3 		$1.05K Hold
8
– – ﹤0.01% 638
2024
Q2 		$981 Hold
8
– – ﹤0.01% 601
2024
Q1 		$987 Hold
8
– – ﹤0.01% 587
2023
Q4 		$877 Hold
8
– – ﹤0.01% 582
2023
Q3 		$775 Buy
+8
New +$805 ﹤0.01% 589

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