Trifecta Capital Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Trifecta Capital Advisors’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	$43.5K	Hold	282	–	–	0.01%	180
2025 Q4	$45.1K	Hold	282	–	–	0.01%	172
2025 Q3	$45.3K	Hold	282	–	–	0.01%	175
2025 Q2	$42.6K	Hold	282	–	–	0.01%	179
2025 Q1	$37.1K	Hold	282	–	–	0.01%	158
2024 Q4	$39K	Hold	282	–	–	0.01%	154
2024 Q3	$37.1K	Hold	282	–	–	0.01%	159
2024 Q2	$34.6K	Hold	282	–	–	0.01%	163
2024 Q1	$34.8K	Hold	282	–	–	0.01%	153
2023 Q4	$30.9K	Hold	282	–	–	0.01%	157
2023 Q3	$27.3K	Hold	282	–	–	0.01%	165
2023 Q2	$28.6K	Hold	282	–	–	0.01%	170
2023 Q1	$26.2K	Hold	282	–	–	0.01%	174
2022 Q4	$25.8K	Buy	+282	New	+$26.1K	0.01%	160

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

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