HHM Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

HHM Wealth Advisors’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 Q2	$235K	Buy	1,213 +4	+0.3%	+$707	0.02%	193
2026 Q1	$186K	Hold	1,209	–	–	0.02%	203
2025 Q4	$193K	Hold	1,209	–	–	0.02%	201
2025 Q3	$194K	Hold	1,209	–	–	0.02%	209
2025 Q2	$183K	Hold	1,209	–	–	0.02%	214
2025 Q1	$159K	Hold	1,209	–	–	0.02%	217
2024 Q4	$167K	Hold	1,209	–	–	0.02%	202
2024 Q3	$159K	Hold	1,209	–	–	0.02%	203
2024 Q2	$148K	Hold	1,209	–	–	0.02%	209
2024 Q1	$149K	Buy	+1,209	New	+$140K	0.02%	173
2022 Q3	–	Sell	-217	Closed	-$19K	–	710
2022 Q2	$19K	Buy	+217	New	+$20.8K	﹤0.01%	434

Other funds holding FTC

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return