Elevation Capital Advisory’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Elevation Capital Advisory’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
2025 Q2	–	Sell	-57,087	Closed	-$7.5M	–	60
2025 Q1	$7.5M	Buy	+57,087	New	+$8M	3.27%	12

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Elevation Capital Advisory's FTC Position: Q2 2025 in Review

Elevation Capital Advisory sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2025, closing a stake of 57,087 shares — an estimated $7.5M sold.

Elevation Capital Advisory first reported a position in FTC in Q1 2025 and held it in 1 quarter. The position peaked at $7.5M in Q1 2025. 198 funds tracked by Wall St. Rank hold FTC as of Q2 2025.

Elevation Capital Advisory reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Elevation Capital Advisory sold 57,087 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $7.5M.
Elevation Capital Advisory first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
Elevation Capital Advisory's First Trust Large Cap Growth AlphaDEX Fund position peaked at $7.5M in Q1 2025.
198 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2025.

Based on Elevation Capital Advisory's 13F filing for Q2 2025, filed 29 Jul 2025.