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Private Portfolio Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Private Portfolio Partners’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 		$1.2M Sell
8,680
-105
-1% -$14.7K 0.22% 82
2024
Q3 		$1.15M Sell
8,785
-97
-1% -$12.1K 0.22% 83
2024
Q2 		$1.09M Buy
8,882
+61
+0.7% +$7.33K 0.89% 31
2024
Q1 		$1.09M Buy
8,821
+8
+0.1% +$930 0.23% 84
2023
Q4 		$966K Buy
8,813
+132
+2% +$13.3K 0.22% 83
2023
Q3 		$840K Buy
8,681
+1,596
+23% +$161K 0.22% 84
2023
Q2 		$718K Buy
7,085
+716
+11% +$67.7K 0.18% 88
2023
Q1 		$593K Buy
6,369
+1,635
+35% +$152K 0.16% 105
2022
Q4 		$433K Hold
4,734
– – 0.11% 157
2022
Q3 		$405K Buy
4,734
+569
+14% +$53.3K 0.12% 153
2022
Q2 		$367K Buy
4,165
+401
+11% +$38.4K 0.1% 165
2022
Q1 		$402K Buy
3,764
+325
+9% +$34.3K 0.1% 182
2021
Q4 		$414K Buy
3,439
+23
+0.7% +$2.72K 0.11% 178
2021
Q3 		$380K Sell
3,416
-17
-0.5% -$1.94K 0.11% 177
2021
Q2 		$377K Sell
3,433
-237
-6% -$24.5K 0.11% 173
2021
Q1 		$358K Buy
3,670
+38
+1% +$3.76K 0.12% 168
2020
Q4 		$351K Buy
3,632
+83
+2% +$7.49K 0.12% 152
2020
Q3 		$298K Buy
3,549
+245
+7% +$20.1K 0.12% 158
2020
Q2 		$253K Buy
+3,304
New +$232K 0.12% 159

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

Private Portfolio Partners's FTC Position: Q4 2024 in Review

Private Portfolio Partners reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.2% in Q4 2024, selling an estimated $14.7K and leaving 8,680 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #82.

Private Portfolio Partners first reported a position in FTC in Q2 2020 and has held it in 19 quarters since. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

  • Private Portfolio Partners held 8,680 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.2M as of Q4 2024.
  • Private Portfolio Partners sold 105 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $14.7K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.22% of Private Portfolio Partners's portfolio in Q4 2024, its #82 holding.
  • Private Portfolio Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2020 and has held it in 19 quarters since.
  • 200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.