Gladstone Institutional Advisory’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Gladstone Institutional 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
2026 Q1	–	Sell	-13,333	Closed	-$2.13M	–	854
2025 Q4	$2.13M	Sell	13,333 -852	-6%	-$136K	0.08%	238
2025 Q3	$2.28M	Sell	14,185 -698	-5%	-$109K	0.09%	223
2025 Q2	$2.25M	Sell	14,883 -19,553	-57%	-$2.69M	0.09%	223
2025 Q1	$4.52M	Buy	34,436 +27,990	+434%	+$3.92M	0.21%	114
2024 Q4	$891K	Buy	6,446 +4,680	+265%	+$653K	0.04%	344
2024 Q3	$232K	Sell	1,766 -1,099	-38%	-$137K	0.01%	625
2024 Q2	$351K	Sell	2,865 -215	-7%	-$25.9K	0.02%	506
2024 Q1	$380K	Sell	3,080 -1,934	-39%	-$225K	0.02%	481
2023 Q4	$549K	Sell	5,014 -2,312	-32%	-$234K	0.03%	399
2023 Q3	$709K	Buy	7,326 +84	+1%	+$8.45K	0.05%	331
2023 Q2	$734K	Sell	7,242 -235	-3%	-$22.2K	0.04%	331
2023 Q1	$696K	Sell	7,477 -68	-0.9%	-$6.32K	0.05%	348
2022 Q4	$690K	Sell	7,545 -199	-3%	-$18.4K	0.05%	341
2022 Q3	$663K	Sell	7,744 -476	-6%	-$44.6K	0.05%	341
2022 Q2	$724K	Sell	8,220 -24	-0.3%	-$2.3K	0.06%	337
2022 Q1	$880K	Sell	8,244 -22,387	-73%	-$2.36M	0.06%	319
2021 Q4	$3.68M	Sell	30,631 -3,529	-10%	-$418K	0.29%	101
2021 Q3	$3.79M	Buy	34,160 +20,799	+156%	+$2.37M	0.37%	75
2021 Q2	$1.47M	Sell	13,361 -42,838	-76%	-$4.42M	0.17%	137
2021 Q1	$5.49M	Buy	56,199 +244	+0.4%	+$24.2K	0.85%	29
2020 Q4	$5.41M	Buy	55,955 +34,897	+166%	+$3.15M	1.08%	23
2020 Q3	$1.77M	Sell	21,058 -3,141	-13%	-$258K	0.42%	52
2020 Q2	$1.85M	Sell	24,199 -30,581	-56%	-$2.15M	0.47%	48
2020 Q1	$3.28M	Sell	54,780 -49,182	-47%	-$3.47M	0.85%	28
2019 Q4	$7.58M	Sell	103,962 -2,674	-3%	-$189K	1.86%	11
2019 Q3	$7.46M	Buy	106,636 +34,465	+48%	+$2.44M	1.9%	11
2019 Q2	$5.08M	Buy	72,171 +51,862	+255%	+$3.54M	1.55%	13
2019 Q1	$1.36M	Sell	20,309 -1,421	-7%	-$90.2K	0.5%	48
2018 Q4	$1.25M	Buy	+21,730	New	+$1.35M	0.73%	32

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gladstone Institutional Advisory's FTC Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 13,333 shares — an estimated $2.13M sold.

Gladstone Institutional Advisory first reported a position in FTC in Q4 2018 and held it in 29 quarters. The position peaked at $7.58M in Q4 2019. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Gladstone Institutional Advisory reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 13,333 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $2.13M.
Gladstone Institutional Advisory first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2018 and held it in 29 quarters.
Gladstone Institutional Advisory's First Trust Large Cap Growth AlphaDEX Fund position peaked at $7.58M in Q4 2019.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.