IA
IFP Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
21,162
+302
| +1% | +$45.6K | 0.09% | 247 |
|
|
2025
Q1 | $2.74M | Sell |
20,860
-3,908
| -16% | -$514K | 0.08% | 282 |
|
|
2024
Q4 | $3.42M | Sell |
24,768
-12,328
| -33% | -$1.7M | 0.11% | 195 |
|
|
2024
Q3 | $4.88M | Sell |
37,096
-32
| -0.1% | -$4.21K | 0.18% | 125 |
|
|
2024
Q2 | $4.55M | Sell |
37,128
-606
| -2% | -$74.3K | 0.18% | 121 |
|
|
2024
Q1 | $4.65M | Sell |
37,734
-2,979
| -7% | -$367K | 0.2% | 107 |
|
|
2023
Q4 | $4.46M | Sell |
40,713
-3,174
| -7% | -$348K | 0.21% | 103 |
|
|
2023
Q3 | $4.25M | Sell |
43,887
-2,130
| -5% | -$206K | 0.19% | 106 |
|
|
2023
Q2 | $4.66M | Sell |
46,017
-3,742
| -8% | -$379K | 0.19% | 104 |
|
|
2023
Q1 | $3.35M | Sell |
49,759
-27,530
| -36% | -$1.85M | 0.15% | 139 |
|
|
2022
Q4 | $5.23M | Sell |
77,289
-909
| -1% | -$61.5K | 0.14% | 138 |
|
|
2022
Q3 | $5.29M | Buy |
78,198
+2,631
| +3% | +$178K | 0.14% | 154 |
|
|
2022
Q2 | $5.11M | Hold |
75,567
| – | – | 0.16% | 136 |
|
|
2022
Q1 | $5.11M | Buy |
75,567
+21,696
| +40% | +$1.47M | 0.16% | 136 |
|
|
2021
Q4 | $6.48M | Sell |
53,871
-2,780
| -5% | -$334K | 0.13% | 94 |
|
|
2021
Q3 | $6.29M | Buy |
56,651
+381
| +0.7% | +$42.3K | 0.13% | 91 |
|
|
2021
Q2 | $6.18M | Buy |
56,270
+811
| +1% | +$89.1K | 0.13% | 89 |
|
|
2021
Q1 | $5.42M | Sell |
55,459
-5,380
| -9% | -$525K | 0.11% | 95 |
|
|
2020
Q4 | $5.88M | Sell |
60,839
-7,912
| -12% | -$765K | 0.24% | 70 |
|
|
2020
Q3 | $5.77M | Sell |
68,751
-2,777
| -4% | -$233K | 0.34% | 58 |
|
|
2020
Q2 | $5.37M | Sell |
71,528
-141
| -0.2% | -$10.6K | 0.43% | 48 |
|
|
2020
Q1 | $4.39M | Sell |
71,669
-10,354
| -13% | -$634K | 0.44% | 47 |
|
|
2019
Q4 | $6M | Sell |
82,023
-7,032
| -8% | -$515K | 0.45% | 42 |
|
|
2019
Q3 | $6.19M | Buy |
+89,055
| New | +$6.19M | 0.41% | 54 |
|
|
2019
Q1 | $4.11M | Sell |
61,348
-5,018
| -8% | -$336K | 0.56% | 25 |
|
|
2018
Q4 | $3.75M | Sell |
66,366
-1,934
| -3% | -$109K | 0.23% | 97 |
|
|
2018
Q3 | $4.81M | Sell |
68,300
-914
| -1% | -$64.3K | 0.2% | 115 |
|
|
2018
Q2 | $4.57M | Buy |
69,214
+11,065
| +19% | +$730K | 0.19% | 119 |
|
|
2018
Q1 | $3.56M | Hold |
58,149
| – | – | 0.16% | 144 |
|
|
2017
Q4 | $3.56M | Buy |
58,149
+569
| +1% | +$34.8K | 0.16% | 144 |
|
|
2017
Q3 | $3.31M | Buy |
57,580
+4,600
| +9% | +$264K | 0.13% | 175 |
|
|
2017
Q2 | $2.91M | Buy |
52,980
+15,777
| +42% | +$867K | 0.12% | 190 |
|
|
2017
Q1 | $1.96M | Sell |
37,203
-1,030
| -3% | -$54.2K | 0.09% | 260 |
|
|
2016
Q4 | $1.88M | Buy |
38,233
+90
| +0.2% | +$4.41K | 0.09% | 243 |
|
|
2016
Q3 | $1.93M | Sell |
38,143
-4,018
| -10% | -$203K | 0.1% | 226 |
|
|
2016
Q2 | $2.1M | Sell |
42,161
-19,187
| -31% | -$957K | 0.12% | 196 |
|
|
2016
Q1 | $4.11M | Buy |
61,348
+19,551
| +47% | +$1.31M | 0.56% | 25 |
|
|
2015
Q4 | $2.02M | Buy |
+41,797
| New | +$2.02M | 0.14% | 164 |
|