1776 Wealth’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

1776 Wealth’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 Q2	$846K	Hold	4,364	–	–	0.3%	63
2026 Q1	$673K	Hold	4,364	–	–	0.26%	72
2025 Q4	$698K	Sell	4,364 -72	-2%	-$11.5K	0.26%	67
2025 Q3	$713K	Sell	4,436 -365	-8%	-$57K	0.27%	60
2025 Q2	$725K	Hold	4,801	–	–	0.3%	62
2025 Q1	$631K	Hold	4,801	–	–	0.29%	66
2024 Q4	$664K	Hold	4,801	–	–	0.31%	62
2024 Q3	$631K	Sell	4,801 -406	-8%	-$50.5K	0.28%	67
2024 Q2	$638K	Sell	5,207 -153	-3%	-$18.4K	0.29%	68
2024 Q1	$661K	Hold	5,360	–	–	0.31%	60
2023 Q4	$587K	Hold	5,360	–	–	0.29%	66
2023 Q3	$519K	Hold	5,360	–	–	0.27%	62
2023 Q2	$543K	Buy	5,360 +394	+8%	+$37.2K	0.29%	67
2023 Q1	$462K	Hold	4,966	–	–	0.28%	67
2022 Q4	$454K	Sell	4,966 -16	-0.3%	-$1.48K	0.33%	60
2022 Q3	$426K	Hold	4,982	–	–	0.32%	62
2022 Q2	$439K	Buy	4,982 +106	+2%	+$10.2K	0.31%	68
2022 Q1	$520K	Sell	4,876 -695	-12%	-$73.3K	0.3%	64
2021 Q4	$670K	Buy	5,571 +665	+14%	+$78.7K	0.36%	49
2021 Q3	$545K	Sell	4,906 -2,082	-30%	-$237K	0.31%	52
2021 Q2	$767K	Hold	6,988	–	–	0.43%	40
2021 Q1	$682K	Sell	6,988 -276	-4%	-$27.3K	0.43%	40
2020 Q4	$702K	Buy	7,264 +23	+0.3%	+$2.07K	0.44%	41
2020 Q3	$608K	Sell	7,241 -249	-3%	-$20.4K	0.44%	36
2020 Q2	$573K	Sell	7,490 -2,085	-22%	-$146K	0.39%	38
2020 Q1	$573K	Buy	9,575 +1,092	+13%	+$77K	0.48%	35
2019 Q4	$618K	Buy	+8,483	New	+$601K	0.53%	33

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

1776 Wealth's FTC Position: Q2 2026 in Review

1776 Wealth held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 4,364 shares worth $846K. The position accounts for 0.3% of the portfolio, ranked #63.

1776 Wealth first reported a position in FTC in Q4 2019 and has held it in 27 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

1776 Wealth held 4,364 shares of First Trust Large Cap Growth AlphaDEX Fund worth $846K as of Q2 2026.
1776 Wealth left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.3% of 1776 Wealth's portfolio in Q2 2026, its #63 holding.
1776 Wealth first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 27 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.