Moloney Securities Asset Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Moloney Securities Asset Management’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
2025 Q3	$684K	Buy	4,258 +954	+29%	+$149K	0.08%	235
2025 Q2	$499K	Hold	3,304	–	–	0.06%	265
2025 Q1	$434K	Buy	3,304 +860	+35%	+$121K	0.06%	274
2024 Q4	$338K	Buy	2,444 +105	+4%	+$14.7K	0.05%	325
2024 Q3	$307K	Buy	2,339 +56	+2%	+$6.96K	0.04%	350
2024 Q2	$280K	Buy	2,283 +336	+17%	+$40.4K	0.04%	364
2024 Q1	$240K	Buy	+1,947	New	+$226K	0.04%	385
2023 Q3	–	Sell	-2,050	Closed	-$208K	–	439
2023 Q2	$208K	Sell	2,050 -288	-12%	-$27.2K	0.04%	373
2023 Q1	$218K	Sell	2,338 -180	-7%	-$16.7K	0.04%	367
2022 Q4	$230K	Sell	2,518 -1,236	-33%	-$115K	0.05%	339
2022 Q3	$321K	Sell	3,754 -198	-5%	-$18.5K	0.08%	259
2022 Q2	$348K	Sell	3,952 -1,751	-31%	-$168K	0.08%	245
2022 Q1	$609K	Sell	5,703 -40	-0.7%	-$4.22K	0.12%	203
2021 Q4	$691K	Sell	5,743 -7	-0.1%	-$829	0.12%	201
2021 Q3	$639K	Buy	5,750 +1,970	+52%	+$225K	0.12%	210
2021 Q2	$415K	Buy	3,780 +158	+4%	+$16.3K	0.08%	259
2021 Q1	$354K	Buy	3,622 +210	+6%	+$20.8K	0.07%	272
2020 Q4	$330K	Buy	3,412 +38	+1%	+$3.43K	0.07%	261
2020 Q3	$283K	Sell	3,374 -430	-11%	-$35.3K	0.07%	249
2020 Q2	$291K	Buy	3,804 +67	+2%	+$4.7K	0.08%	230
2020 Q1	$224K	Sell	3,737 -1,225	-25%	-$86.4K	0.08%	231
2019 Q4	$362K	Buy	+4,962	New	+$351K	0.11%	219

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Moloney Securities Asset Management's FTC Position: Q3 2025 in Review

Moloney Securities Asset Management increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 29% in Q3 2025, buying an estimated $149K and bringing the position to 4,258 shares worth $684K. The position accounts for 0.08% of the portfolio, ranked #235.

Moloney Securities Asset Management first reported a position in FTC in Q4 2019 and has held it in 22 quarters since. The position peaked at $691K in Q4 2021. 197 funds tracked by Wall St. Rank hold FTC as of Q3 2025.

Moloney Securities Asset Management held 4,258 shares of First Trust Large Cap Growth AlphaDEX Fund worth $684K as of Q3 2025.
Moloney Securities Asset Management bought 954 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2025, an estimated $149K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.08% of Moloney Securities Asset Management's portfolio in Q3 2025, its #235 holding.
Moloney Securities Asset Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 22 quarters since.
Moloney Securities Asset Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $691K in Q4 2021.
197 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.