World Equity Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

World Equity Group’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
2024 Q4	–	Sell	-3,861	Closed	-$507K	–	371
2024 Q3	$507K	Buy	+3,861	New	+$480K	0.18%	127
2024 Q2	–	Sell	-7,302	Closed	-$900K	–	287
2024 Q1	$900K	Buy	+7,302	New	+$848K	0.18%	133
2022 Q2	–	Sell	-15,736	Closed	-$1.68M	–	360
2022 Q1	$1.68M	Buy	+15,736	New	+$1.66M	0.36%	75

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

World Equity Group's FTC Position: Q4 2024 in Review

World Equity Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 3,861 shares — an estimated $507K sold.

World Equity Group first reported a position in FTC in Q1 2022 and held it in 3 quarters. The position peaked at $1.68M in Q1 2022. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

World Equity Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
World Equity Group sold 3,861 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $507K.
World Equity Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2022 and held it in 3 quarters.
World Equity Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.68M in Q1 2022.
200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.