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

Tidemark’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
-390
Closed -$62.4K – 907
2025
Q4 		$62.4K Hold
390
– – 0.02% 219
2025
Q3 		$62.7K Hold
390
– – 0.02% 225
2025
Q2 		$58.9K Hold
390
– – 0.02% 220
2025
Q1 		$51.2K Hold
390
– – 0.02% 239
2024
Q4 		$53.9K Hold
390
– – 0.02% 227
2024
Q3 		$51.3K Hold
390
– – 0.02% 222
2024
Q2 		$47.8K Sell
390
-251
-39% -$30.2K 0.02% 218
2024
Q1 		$79K Sell
641
-92
-13% -$10.7K 0.04% 191
2023
Q4 		$80.3K Buy
+733
New +$74.1K 0.05% 181

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

Tidemark's FTC Position: Q1 2026 in Review

Tidemark sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 390 shares — an estimated $62.4K sold.

Tidemark first reported a position in FTC in Q4 2023 and held it in 9 quarters. The position peaked at $80.3K in Q4 2023. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Tidemark reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Tidemark sold 390 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $62.4K.
  • Tidemark first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2023 and held it in 9 quarters.
  • Tidemark's First Trust Large Cap Growth AlphaDEX Fund position peaked at $80.3K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.