Pinnacle Family Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Pinnacle Family 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
2024 Q4	–	Sell	-3,015	Closed	-$396K	–	116
2024 Q3	$396K	Buy	3,015 +37	+1%	+$4.6K	0.21%	89
2024 Q2	$365K	Sell	2,978 -406	-12%	-$48.8K	0.2%	80
2024 Q1	$417K	Buy	3,384 +10	+0.3%	+$1.16K	0.22%	65
2023 Q4	$370K	Sell	3,374 -1,610	-32%	-$163K	0.22%	69
2023 Q3	$482K	Sell	4,984 -121	-2%	-$12.2K	0.28%	53
2023 Q2	$517K	Sell	5,105 -30	-0.6%	-$2.84K	0.28%	65
2023 Q1	$478K	Sell	5,135 -8	-0.2%	-$744	0.29%	61
2022 Q4	$470K	Sell	5,143 -239	-4%	-$22.2K	0.34%	53
2022 Q3	$460K	Buy	5,382 +150	+3%	+$14K	0.4%	43
2022 Q2	$461K	Buy	5,232 +325	+7%	+$31.1K	0.38%	55
2022 Q1	$524K	Buy	4,907 +228	+5%	+$24.1K	0.28%	65
2021 Q4	$563K	Sell	4,679 -861	-16%	-$102K	0.25%	59
2021 Q3	$615K	Sell	5,540 -258	-4%	-$29.4K	0.28%	61
2021 Q2	$636K	Buy	5,798 +130	+2%	+$13.4K	0.28%	60
2021 Q1	$553K	Buy	5,668 +814	+17%	+$80.6K	0.29%	58
2020 Q4	$469K	Buy	+4,854	New	+$438K	0.29%	67
2019 Q4	–	Sell	-5,606	Closed	-$392K	–	79
2019 Q3	$392K	Buy	5,606 +878	+19%	+$62.2K	0.35%	52
2019 Q2	$333K	Buy	+4,728	New	+$322K	0.28%	57

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

Pinnacle Family Advisors's FTC Position: Q4 2024 in Review

Pinnacle Family Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 3,015 shares — an estimated $396K sold.

Pinnacle Family Advisors first reported a position in FTC in Q2 2019 and held it in 18 quarters. The position peaked at $636K in Q2 2021. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

Pinnacle Family Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Pinnacle Family Advisors sold 3,015 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $396K.
Pinnacle Family Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2019 and held it in 18 quarters.
Pinnacle Family Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $636K in Q2 2021.
200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Pinnacle Family Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.