Marks Group Wealth Management’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
2025
Q2
$670K Hold
2025
Q1
$583K Hold
2024
Q4
$613K Hold
2024
Q3
$583K Hold
2024
Q2
$543K Hold
2024
Q1
$547K Hold
2023
Q4
$486K Hold
2023
Q3
$429K Hold
2023
Q2
$449K Hold
2023
Q1
$413K Hold
2022
Q4
$405K Hold
2022
Q3
$379K Hold
2022
Q2
$391K Hold
2022
Q1
$473K Hold
2021
Q4
$533K Hold
2021
Q3
$493K Hold
2021
Q2
$487K Hold
2021
Q1
$433K Hold
2020
Q4
$429K Hold
2020
Q3
$372K Hold
2020
Q2
$340K Hold
2020
Q1
$266K Buy