McIlrath & Eck’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

McIlrath & Eck’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	–	Sell	-101	Closed	-$13.3K	–	1000
2024 Q3	$13.3K	Hold	101	–	–	﹤0.01%	569
2024 Q2	$12.4K	Hold	101	–	–	﹤0.01%	564
2024 Q1	$12.5K	Buy	+101	New	+$11.7K	﹤0.01%	562

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 $40.4B AUM 21.2% 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 $71.6B AUM 21.08% 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

McIlrath & Eck's FTC Position: Q4 2024 in Review

McIlrath & Eck sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 101 shares — an estimated $13.3K sold.

McIlrath & Eck first reported a position in FTC in Q1 2024 and held it in 3 quarters. The position peaked at $13.3K in Q3 2024. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

McIlrath & Eck reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
McIlrath & Eck sold 101 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $13.3K.
McIlrath & Eck first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
McIlrath & Eck's First Trust Large Cap Growth AlphaDEX Fund position peaked at $13.3K in Q3 2024.
200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.