IFG Advisory’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $139K | Sell |
899
-2,810
| -76% | -$453K | 0.4% | 59 |
|
|
2025
Q4 | $593K | Sell |
3,709
-154
| -4% | -$24.6K | 0.03% | 467 |
|
|
2025
Q3 | $621K | Sell |
3,863
-873
| -18% | -$136K | 0.03% | 450 |
|
|
2025
Q2 | $715K | Buy |
4,736
+1,647
| +53% | +$227K | 0.04% | 410 |
|
|
2025
Q1 | $406K | Sell |
3,089
-1,463
| -32% | -$205K | 0.02% | 479 |
|
|
2024
Q4 | $629K | Buy |
+4,552
| New | +$636K | 0.04% | 372 |
|
|
2024
Q3 | – | Sell |
-8,664
| Closed | -$1.06M | – | 465 |
|
|
2024
Q2 | $1.06M | Buy |
+8,664
| New | +$1.04M | 0.07% | 271 |
|
|
2024
Q1 | – | Sell |
-8,254
| Closed | -$904K | – | 444 |
|
|
2023
Q4 | $904K | Sell |
8,254
-1,338
| -14% | -$135K | 0.07% | 260 |
|
|
2023
Q3 | $928K | Buy |
+9,592
| New | +$965K | 0.08% | 239 |
|
|
2023
Q2 | – | Sell |
-8,536
| Closed | -$794K | – | 377 |
|
|
2023
Q1 | $794K | Buy |
8,536
+342
| +4% | +$31.8K | 0.07% | 240 |
|
|
2022
Q4 | $749K | Sell |
8,194
-1,772
| -18% | -$164K | 0.07% | 247 |
|
|
2022
Q3 | $852K | Sell |
9,966
-271
| -3% | -$25.4K | 0.08% | 233 |
|
|
2022
Q2 | $901K | Sell |
10,237
-819
| -7% | -$78.5K | 0.1% | 206 |
|
|
2022
Q1 | $1.18M | Sell |
11,056
-213
| -2% | -$22.5K | 0.12% | 186 |
|
|
2021
Q4 | $1.35M | Sell |
11,269
-306
| -3% | -$36.2K | 0.13% | 174 |
|
|
2021
Q3 | $1.28M | Buy |
11,575
+806
| +7% | +$91.9K | 0.14% | 174 |
|
|
2021
Q2 | $1.18M | Buy |
10,769
+1,236
| +13% | +$128K | 0.13% | 179 |
|
|
2021
Q1 | $930K | Buy |
9,533
+1,212
| +15% | +$120K | 0.12% | 200 |
|
|
2020
Q4 | $804K | Sell |
8,321
-435
| -5% | -$39.2K | 0.11% | 198 |
|
|
2020
Q3 | $735K | Buy |
8,756
+885
| +11% | +$72.7K | 0.12% | 190 |
|
|
2020
Q2 | $603K | Buy |
7,871
+3,147
| +67% | +$221K | 0.11% | 202 |
|
|
2020
Q1 | $283K | Buy |
4,724
+736
| +18% | +$51.9K | 0.06% | 278 |
|
|
2019
Q4 | $290K | Buy |
3,988
+1
| +0% | +$71 | 0.05% | 320 |
|
|
2019
Q3 | $279K | Buy |
+3,987
| New | +$283K | 0.05% | 319 |
|
Other funds holding FTC
CI