First Trust Direct Indexing’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

First Trust Direct Indexing’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	-2,837	Closed	-$373K	–	348
2024 Q3	$373K	Hold	2,837	–	–	0.02%	648
2024 Q2	$348K	Hold	2,837	–	–	0.02%	605
2024 Q1	$350K	Hold	2,837	–	–	0.03%	571
2023 Q4	$311K	Hold	2,837	–	–	0.03%	574
2023 Q3	$275K	Hold	2,837	–	–	0.03%	544
2023 Q2	$287K	Buy	+2,837	New	+$268K	0.03%	557

Other funds holding FTC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

First Trust Direct Indexing's FTC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 2,837 shares — an estimated $373K sold.

First Trust Direct Indexing first reported a position in FTC in Q2 2023 and held it in 6 quarters. The position peaked at $373K in Q3 2024. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

First Trust Direct Indexing reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,837 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $373K.
First Trust Direct Indexing first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and held it in 6 quarters.
First Trust Direct Indexing's First Trust Large Cap Growth AlphaDEX Fund position peaked at $373K in Q3 2024.
200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.