Private Advisory Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Private Advisory Group’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	-5,242	Closed	-$842K	–	258
2025 Q3	$842K	Buy	+5,242	New	+$818K	0.07%	134
2022 Q1	–	Sell	-31,120	Closed	-$3.74M	–	177
2021 Q4	$3.74M	Buy	31,120 +3,508	+13%	+$415K	0.71%	36
2021 Q3	$3.07M	Buy	+27,612	New	+$3.15M	0.75%	34

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 $140B AUM 27.84% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Private Advisory Group's FTC Position: Q4 2025 in Review

Private Advisory Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2025, closing a stake of 5,242 shares — an estimated $842K sold.

Private Advisory Group first reported a position in FTC in Q3 2021 and held it in 3 quarters. The position peaked at $3.74M in Q4 2021. 202 funds tracked by Wall St. Rank hold FTC as of Q4 2025.

Private Advisory Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Private Advisory Group sold 5,242 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2025, an estimated $842K.
Private Advisory Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2021 and held it in 3 quarters.
Private Advisory Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $3.74M in Q4 2021.
202 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2025.

Based on Private Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.