Patriot Financial Group Insurance Agency’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Patriot Financial Group Insurance Agency’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	-4,803	Closed	-$631K	–	503
2024 Q3	$631K	Buy	4,803 +77	+2%	+$9.57K	0.08%	257
2024 Q2	$579K	Buy	4,726 +241	+5%	+$29K	0.09%	249
2024 Q1	$553K	Buy	4,485 +787	+21%	+$91.4K	0.09%	254
2023 Q4	$405K	Buy	+3,698	New	+$374K	0.08%	280
2019 Q3	–	Sell	-463	Closed	-$33K	–	1360
2019 Q2	$33K	Buy	+463	New	+$31.6K	0.01%	521

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 $79.5B AUM 27.1% 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

Patriot Financial Group Insurance Agency's FTC Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 4,803 shares — an estimated $631K sold.

Patriot Financial Group Insurance Agency first reported a position in FTC in Q2 2019 and held it in 5 quarters. The position peaked at $631K in Q3 2024. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

Patriot Financial Group Insurance Agency reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,803 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $631K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2019 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's First Trust Large Cap Growth AlphaDEX Fund position peaked at $631K in Q3 2024.
200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.