Spirit of America Management Corp’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Spirit of America Management Corp’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 Q2	$223	Buy	42,056 +41,793	+15,891%	+$7.39M	﹤0.01%	301
2026 Q1	$43.7K	Sell	263 -75	-22%	-$12.1K	0.01%	288
2025 Q4	$56K	Sell	338 -879	-72%	-$141K	0.01%	285
2025 Q3	$195K	Buy	1,217 +10	+0.8%	+$1.56K	0.04%	251
2025 Q2	$185K	Sell	1,207 -131	-10%	-$18K	0.04%	250
2025 Q1	$176K	Sell	1,338 -1	-0.1%	-$140	0.04%	247
2024 Q4	$185K	Buy	1,339 +117	+10%	+$16.3K	0.04%	241
2024 Q3	$161K	Sell	1,222 -72	-6%	-$8.95K	0.03%	252
2024 Q2	$159K	Buy	1,294 +16	+1%	+$1.92K	0.03%	243
2024 Q1	$152K	Buy	+1,278	New	+$148K	0.03%	232

Other funds holding FTC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

Spirit of America Management Corp's FTC Position: Q2 2026 in Review

Spirit of America Management Corp increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 15,891% in Q2 2026, buying an estimated $7.39M and bringing the position to 42,056 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Spirit of America Management Corp first reported a position in FTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $195K in Q3 2025. 129 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Spirit of America Management Corp held 42,056 shares of First Trust Large Cap Growth AlphaDEX Fund worth $223 as of Q2 2026.
Spirit of America Management Corp bought 41,793 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $7.39M.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #301 holding.
Spirit of America Management Corp first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
Spirit of America Management Corp's First Trust Large Cap Growth AlphaDEX Fund position peaked at $195K in Q3 2025.
129 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.