OneDigital Investment Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

OneDigital Investment Advisors’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 Q4	–	Sell	-3,020	Closed	-$485K	–	1538
2025 Q3	$485K	Hold	3,020	–	–	0.01%	947
2025 Q2	$456K	Sell	3,020 -1,063	-26%	-$146K	0.01%	937
2025 Q1	$537K	Buy	4,083 +1,705	+72%	+$239K	0.01%	834
2024 Q4	$329K	Buy	+2,378	New	+$332K	﹤0.01%	1088

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $79.5B AUM 27.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's FTC Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2025, closing a stake of 3,020 shares — an estimated $485K sold.

OneDigital Investment Advisors first reported a position in FTC in Q4 2024 and held it in 4 quarters. The position peaked at $537K in Q1 2025. 202 funds tracked by Wall St. Rank hold FTC as of Q4 2025.

OneDigital Investment Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 3,020 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2025, an estimated $485K.
OneDigital Investment Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and held it in 4 quarters.
OneDigital Investment Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $537K in Q1 2025.
202 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.