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Richards, Merrill & Peterson’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-200
Closed -$26.3K – 302
2025
Q1 		$26.3K Hold
200
– – 0.01% 316
2024
Q4 		$27.6K Buy
+200
New +$27.9K 0.01% 303

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Richards, Merrill & Peterson's FTC Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2025, closing a stake of 200 shares — an estimated $26.3K sold.

Richards, Merrill & Peterson first reported a position in FTC in Q4 2024 and held it in 2 quarters. The position peaked at $27.6K in Q4 2024. 198 funds tracked by Wall St. Rank hold FTC as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 200 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $26.3K.
  • Richards, Merrill & Peterson first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's First Trust Large Cap Growth AlphaDEX Fund position peaked at $27.6K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.