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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66.8K	Hold	345	–	–	﹤0.01%	1091
2026 Q1	$53.1K	Hold	345	–	–	﹤0.01%	1154
2025 Q4	$55.1K	Hold	345	–	–	﹤0.01%	1148
2025 Q3	$55.4K	Sell	345 -9	-3%	-$1.4K	﹤0.01%	1198
2025 Q2	$53.4K	Sell	354 -1,300	-79%	-$179K	﹤0.01%	1173
2025 Q1	$217K	Sell	1,654 -300	-15%	-$42.1K	0.01%	801
2024 Q4	$270K	Hold	1,954	–	–	0.01%	735
2024 Q3	$257K	Hold	1,954	–	–	0.01%	674
2024 Q2	$239K	Hold	1,954	–	–	0.01%	672
2024 Q1	$241K	Sell	1,954 -36	-2%	-$4.18K	﹤0.01%	726
2023 Q4	$221K	Sell	1,990 -2,075	-51%	-$210K	0.01%	729
2023 Q3	$393K	Sell	4,065 -19	-0.5%	-$1.91K	0.02%	529
2023 Q2	$414K	Sell	4,084 -20	-0.5%	-$1.89K	0.02%	539
2023 Q1	$382K	Buy	4,104 +380	+10%	+$35.3K	0.01%	557
2022 Q4	$340K	Buy	3,724 +1,779	+91%	+$165K	0.02%	434
2022 Q3	$166K	Sell	1,945 -13,531	-87%	-$1.27M	0.01%	578
2022 Q2	$1.36M	Sell	15,476 -2,746	-15%	-$263K	0.06%	270
2022 Q1	$1.94M	Buy	18,222 +9,482	+108%	+$1M	0.05%	283
2021 Q4	$1.05M	Sell	8,740 -3,705	-30%	-$439K	0.02%	454
2021 Q3	$1.38M	Buy	12,445 +5,196	+72%	+$592K	0.04%	342
2021 Q2	$796K	Buy	7,249 +2,110	+41%	+$218K	0.02%	484
2021 Q1	$502K	Buy	+5,139	New	+$509K	0.01%	664

Other funds holding FTC