Financial Advocates Investment Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Financial Advocates Investment 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	-3,357	Closed	-$441K	–	678
2025 Q1	$441K	Sell	3,357 -337	-9%	-$47.2K	0.03%	453
2024 Q4	$511K	Sell	3,694 -106	-3%	-$14.8K	0.03%	441
2024 Q3	$500K	Sell	3,800 -249	-6%	-$31K	0.03%	455
2024 Q2	$496K	Buy	+4,049	New	+$487K	0.03%	436
2024 Q1	–	Sell	-2,617	Closed	-$287K	–	786
2023 Q4	$287K	Sell	2,617 -408	-13%	-$41.2K	0.02%	571
2023 Q3	$293K	Sell	3,025 -1,335	-31%	-$134K	0.02%	528
2023 Q2	$442K	Sell	4,360 -13	-0.3%	-$1.23K	0.03%	434
2023 Q1	$407K	Sell	4,373 -590	-12%	-$54.9K	0.03%	471
2022 Q4	$454K	Sell	4,963 -47	-0.9%	-$4.36K	0.03%	466
2022 Q3	$429K	Sell	5,010 -286	-5%	-$26.8K	0.04%	452
2022 Q2	$467K	Sell	5,296 -193	-4%	-$18.5K	0.04%	414
2022 Q1	$586K	Sell	5,489 -1,337	-20%	-$141K	0.04%	408
2021 Q4	$821K	Sell	6,826 -1,022	-13%	-$121K	0.05%	371
2021 Q3	$872K	Sell	7,848 -537	-6%	-$61.2K	0.06%	342
2021 Q2	$924K	Sell	8,385 -2,298	-22%	-$237K	0.06%	334
2021 Q1	$1.04M	Sell	10,683 -2,615	-20%	-$259K	0.07%	308
2020 Q4	$1.29M	Sell	13,298 -790	-6%	-$71.2K	0.09%	258
2020 Q3	$1.18M	Sell	14,088 -736	-5%	-$60.4K	0.1%	216
2020 Q2	$1.14M	Buy	14,824 +72	+0.5%	+$5.05K	0.11%	226
2020 Q1	$884K	Sell	14,752 -13,865	-48%	-$978K	0.13%	195
2019 Q4	$2.09M	Sell	28,617 -5,113	-15%	-$362K	0.22%	112
2019 Q3	$2.36M	Sell	33,730 -391	-1%	-$27.7K	0.27%	98
2019 Q2	$2.4M	Buy	34,121 +4,170	+14%	+$284K	0.28%	94
2019 Q1	$2M	Buy	29,951 +22,017	+278%	+$1.4M	0.25%	108
2018 Q4	$455K	Sell	7,934 -4,224	-35%	-$263K	0.06%	263
2018 Q3	$856K	Buy	12,158 +3,339	+38%	+$229K	0.1%	209
2018 Q2	$584K	Buy	+8,819	New	+$580K	0.07%	249

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Financial Advocates Investment Management's FTC Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2025, closing a stake of 3,357 shares — an estimated $441K sold.

Financial Advocates Investment Management first reported a position in FTC in Q2 2018 and held it in 27 quarters. The position peaked at $2.4M in Q2 2019. 198 funds tracked by Wall St. Rank hold FTC as of Q2 2025.

Financial Advocates Investment Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 3,357 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $441K.
Financial Advocates Investment Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2018 and held it in 27 quarters.
Financial Advocates Investment Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.4M in Q2 2019.
198 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.