Householder Group Estate & Retirement Specialist’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Householder Group Estate & Retirement Specialist’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	$1.39M	Buy	10,049 +233	+2%	+$32.5K	1.04%	17
2024 Q3	$1.29M	Buy	9,816 +5,460	+125%	+$679K	0.38%	55
2024 Q2	$533K	Sell	4,356 -363	-8%	-$43.6K	0.15%	130
2024 Q1	$582K	Sell	4,719 -125	-3%	-$14.5K	0.17%	117
2023 Q4	$530K	Buy	4,844 +3,360	+226%	+$340K	0.17%	113
2023 Q3	$144K	Buy	+1,484	New	+$149K	0.05%	256
2023 Q1	$1K	Buy	+13	New	+$1.21K	﹤0.01%	1142

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 $51.6B AUM 27.34% 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 $79.5B AUM 27.1% 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

Householder Group Estate & Retirement Specialist's FTC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2.4% in Q4 2024, buying an estimated $32.5K and bringing the position to 10,049 shares worth $1.39M. The position accounts for 1.04% of the portfolio, ranked #17.

Householder Group Estate & Retirement Specialist first reported a position in FTC in Q1 2023 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 10,049 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.39M as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 233 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $32.5K.
First Trust Large Cap Growth AlphaDEX Fund made up 1.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #17 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2023 and has held it in 7 quarters since.
200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.