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Schrum Private Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Schrum Private Wealth Management’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
Q1 		– Sell
-1,600
Closed -$221K – 128
2024
Q4 		$221K Sell
1,600
-1,600
-50% -$223K 0.19% 116
2024
Q3 		$421K Buy
+3,200
New +$398K 0.22% 107

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Schrum Private Wealth Management's FTC Position: Q1 2025 in Review

Schrum Private Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2025, closing a stake of 1,600 shares — an estimated $221K sold.

Schrum Private Wealth Management first reported a position in FTC in Q3 2024 and held it in 2 quarters. The position peaked at $421K in Q3 2024. 193 funds tracked by Wall St. Rank hold FTC as of Q1 2025.

  • Schrum Private Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Schrum Private Wealth Management sold 1,600 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $221K.
  • Schrum Private Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2024 and held it in 2 quarters.
  • Schrum Private Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $421K in Q3 2024.
  • 193 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2025.

Based on Schrum Private Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.