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Old Mission Capital’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Old Mission Capital’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
-4,963
Closed -$652K – 1018
2024
Q3 		$652K Sell
4,963
-14,065
-74% -$1.75M 0.01% 651
2024
Q2 		$2.33M Buy
+19,028
New +$2.29M 0.04% 279

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Old Mission Capital's FTC Position: Q4 2024 in Review

Old Mission Capital sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 4,963 shares — an estimated $652K sold.

Old Mission Capital first reported a position in FTC in Q2 2024 and held it in 2 quarters. The position peaked at $2.33M in Q2 2024. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

  • Old Mission Capital reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 4,963 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $652K.
  • Old Mission Capital first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2024 and held it in 2 quarters.
  • Old Mission Capital's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.33M in Q2 2024.
  • 200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.