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

Sunbelt 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
2025 Q3	–	Sell	-371	Closed	-$51.2K	–	2756
2025 Q2	$51.2K	Buy	+371	New	+$51.1K	﹤0.01%	925
2025 Q1	–	Sell	-370	Closed	-$51.4K	–	1837
2024 Q4	$51.4K	Hold	370	–	–	﹤0.01%	923
2024 Q3	$48.6K	Buy	370 +1	+0.3%	+$124	﹤0.01%	952
2024 Q2	$45.3K	Sell	369 -356	-49%	-$42.8K	﹤0.01%	934
2024 Q1	$89.4K	Hold	725	–	–	0.01%	737
2023 Q4	$79.5K	Buy	725 +1	+0.1%	+$101	0.01%	723
2023 Q3	$70K	Buy	724 +1	+0.1%	+$101	0.01%	733
2023 Q2	$73.2K	Buy	723 +3	+0.4%	+$284	0.01%	715
2023 Q1	$66.2K	Buy	+720	New	+$66.9K	0.01%	683

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sunbelt Securities's FTC Position: Q3 2025 in Review

Sunbelt Securities sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2025, closing a stake of 371 shares — an estimated $51.2K sold.

Sunbelt Securities first reported a position in FTC in Q1 2023 and held it in 9 quarters. The position peaked at $89.4K in Q1 2024. 197 funds tracked by Wall St. Rank hold FTC as of Q3 2025.

Sunbelt Securities reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 371 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2025, an estimated $51.2K.
Sunbelt Securities first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2023 and held it in 9 quarters.
Sunbelt Securities's First Trust Large Cap Growth AlphaDEX Fund position peaked at $89.4K in Q1 2024.
197 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.