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Silver Oak Securities’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Silver Oak Securities’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
2026
Q1 		– Sell
-7,519
Closed -$1.21M – 816
2025
Q4 		$1.21M Buy
7,519
+12
+0.2% +$1.92K 0.08% 244
2025
Q3 		$1.21M Sell
7,507
-48
-0.6% -$7.49K 0.09% 225
2025
Q2 		$1.14M Buy
7,555
+25
+0.3% +$3.44K 0.09% 232
2025
Q1 		$990K Sell
7,530
-42
-0.6% -$5.89K 0.09% 234
2024
Q4 		$1.05M Sell
7,572
-217
-3% -$30.3K 0.1% 220
2024
Q3 		$1.02M Sell
7,789
-59
-0.8% -$7.33K 0.11% 197
2024
Q2 		$962K Sell
7,848
-960
-11% -$115K 0.14% 138
2024
Q1 		$1.09M Buy
8,808
+1,009
+13% +$117K 0.17% 137
2023
Q4 		$854K Buy
7,799
+139
+2% +$14K 0.11% 189
2023
Q3 		$741K Sell
7,660
-10,479
-58% -$1.05M 0.16% 121
2023
Q2 		$1.84M Buy
18,139
+877
+5% +$82.9K 0.3% 78
2023
Q1 		$1.61M Sell
17,262
-222
-1% -$20.6K 0.26% 74
2022
Q4 		$1.6M Buy
17,484
+9,824
+128% +$911K 0.3% 64
2022
Q3 		$741K Sell
7,660
-11,244
-59% -$1.05M 0.16% 121
2022
Q2 		$1.75M Buy
18,904
+7,962
+73% +$763K 0.39% 52
2022
Q1 		$1.14M Buy
+10,942
New +$1.15M 0.23% 100

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Silver Oak Securities's FTC Position: Q1 2026 in Review

Silver Oak Securities sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 7,519 shares — an estimated $1.21M sold.

Silver Oak Securities first reported a position in FTC in Q1 2022 and held it in 16 quarters. The position peaked at $1.84M in Q2 2023. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Silver Oak Securities reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 7,519 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $1.21M.
  • Silver Oak Securities first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2022 and held it in 16 quarters.
  • Silver Oak Securities's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.84M in Q2 2023.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.