Savant Capital’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Savant Capital’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	-1,622	Closed	-$213K	–	1456
2024 Q3	$213K	Buy	+1,622	New	+$202K	﹤0.01%	1256

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

Savant Capital's FTC Position: Q4 2024 in Review

Savant Capital sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 1,622 shares — an estimated $213K sold.

Savant Capital first reported a position in FTC in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

Savant Capital reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Savant Capital sold 1,622 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $213K.
Savant Capital first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
Savant Capital's First Trust Large Cap Growth AlphaDEX Fund position peaked at $213K in Q3 2024.
200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Savant Capital's 13F filing for Q4 2024, filed 29 Jan 2025.