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EPG Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

EPG Wealth Management’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
-3,589
Closed -$472K – 354
2025
Q1 		$472K Sell
3,589
-34
-0.9% -$4.77K 0.13% 168
2024
Q4 		$501K Sell
3,623
-94
-3% -$13.1K 0.13% 158
2024
Q3 		$489K Buy
+3,717
New +$462K 0.12% 170
2024
Q2 		– Sell
-4,674
Closed -$562K – 157
2024
Q1 		$576K Hold
4,674
– – 0.14% 157
2023
Q4 		$540K Buy
4,674
+258
+6% +$26.1K 0.14% 153
2023
Q3 		$427K Buy
4,416
+4
+0.1% +$403 0.13% 158
2023
Q2 		$447K Buy
4,412
+304
+7% +$28.7K 0.13% 153
2023
Q1 		$382K Buy
4,108
+10
+0.2% +$930 0.12% 166
2022
Q4 		$375K Sell
4,098
-792
-16% -$73.4K 0.14% 133
2022
Q3 		$418K Sell
4,890
-487
-9% -$45.6K 0.17% 118
2022
Q2 		$474K Sell
5,377
-1,945
-27% -$186K 0.2% 106
2022
Q1 		$781K Sell
7,322
-494
-6% -$52.1K 0.27% 74
2021
Q4 		$940K Hold
7,816
– – 0.33% 70
2021
Q3 		$868K Sell
7,816
-401
-5% -$45.7K 0.35% 65
2021
Q2 		$902K Buy
8,217
+450
+6% +$46.5K 0.38% 57
2021
Q1 		$758K Buy
7,767
+1,400
+22% +$139K 0.37% 60
2020
Q4 		$615K Sell
6,367
-656
-9% -$59.2K 0.37% 59
2020
Q3 		$590K Sell
7,023
-1,807
-20% -$148K 0.44% 51
2020
Q2 		$676K Buy
8,830
+2,002
+29% +$140K 0.48% 51
2020
Q1 		$409K Buy
+6,828
New +$481K 0.3% 69

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

EPG Wealth Management's FTC Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2025, closing a stake of 3,589 shares — an estimated $472K sold.

EPG Wealth Management first reported a position in FTC in Q1 2020 and held it in 20 quarters. The position peaked at $940K in Q4 2021. 198 funds tracked by Wall St. Rank hold FTC as of Q2 2025.

  • EPG Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 3,589 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $472K.
  • EPG Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2020 and held it in 20 quarters.
  • EPG Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $940K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.