Creative Planning
Position in FTC — First Trust Large Cap Growth AlphaDEX Fund
CIK 1540235
OVERLAND PARK, KS
All Filings in FTC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FTC | $832,356 | 5,400 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 FTC | $853,599 | 5,339 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FTC | $856,478 | 5,331 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FTC | $914,576 | 6,058 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 FTC | $1,114,929 | 8,485 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 FTC | $227,117 | 2,073 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||