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Diversify Advisory Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Diversify Advisory Services’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
2024
Q4 		– Sell
-1,700
Closed -$230K – 642
2024
Q3 		$230K Buy
1,700
+1
+0.1% +$124 0.01% 571
2024
Q2 		$211K Sell
1,699
-474
-22% -$57K 0.01% 598
2024
Q1 		$268K Buy
+2,173
New +$252K 0.02% 555

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Diversify Advisory Services's FTC Position: Q4 2024 in Review

Diversify Advisory Services sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 1,700 shares — an estimated $230K sold.

Diversify Advisory Services first reported a position in FTC in Q1 2024 and held it in 3 quarters. The position peaked at $268K in Q1 2024. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

  • Diversify Advisory Services reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 1,700 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $230K.
  • Diversify Advisory Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $268K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.