Tyler-Stone Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$978K	Hold	6,475	–	–	0.16%	118
2025 Q1	$851K	Sell	6,475 -226	-3%	-$31.7K	0.15%	128
2024 Q4	$926K	Sell	6,701 -722	-10%	-$101K	0.16%	115
2024 Q3	$976K	Buy	7,423 +3,812	+106%	+$474K	0.18%	113
2024 Q2	$442K	Hold	3,611	–	–	0.18%	105
2024 Q1	$445K	Sell	3,611 -275	-7%	-$32K	0.2%	105
2023 Q4	$426K	Hold	3,886	–	–	0.21%	99
2023 Q3	$376K	Buy	3,886 +1	+0%	+$101	0.21%	95
2023 Q2	$394K	Buy	+3,885	New	+$367K	0.22%	92
2022 Q4	$366K	Buy	4,007 +3	+0.1%	+$278	0.25%	85
2022 Q3	$343K	Buy	4,004 +2	+0%	+$187	0.26%	82
2022 Q2	$353K	Buy	4,002 +2	+0.1%	+$192	0.24%	93
2022 Q1	$427K	Hold	4,000	–	–	0.23%	87
2021 Q4	$481K	Buy	+4,000	New	+$474K	0.25%	88

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

Tyler-Stone Wealth Management's FTC Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2025 at 6,475 shares worth $978K. The position accounts for 0.16% of the portfolio, ranked #118.

Tyler-Stone Wealth Management first reported a position in FTC in Q4 2021 and has held it in 14 quarters since. 198 funds tracked by Wall St. Rank hold FTC as of Q2 2025.

Tyler-Stone Wealth Management held 6,475 shares of First Trust Large Cap Growth AlphaDEX Fund worth $978K as of Q2 2025.
Tyler-Stone Wealth Management left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2025.
First Trust Large Cap Growth AlphaDEX Fund made up 0.16% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #118 holding.
Tyler-Stone Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 14 quarters since.
198 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.