ABLE Financial Group
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ABLE Financial Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

ABLE Financial 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
2026
Q3 		– Sell
-1,079
Closed -$209K – 227
2026
Q2 		$209K Buy
+1,079
New +$191K 0.04% 215
2025
Q1 		– Sell
-1,542
Closed -$213K – 203
2024
Q4 		$213K Sell
1,542
-1,618
-51% -$226K 0.06% 186
2024
Q3 		$415K Sell
3,160
-236
-7% -$29.3K 0.13% 117
2024
Q2 		$416K Sell
3,396
-284
-8% -$34.1K 0.15% 106
2024
Q1 		$454K Sell
3,680
-1,108
-23% -$129K 0.18% 95
2023
Q4 		$525K Sell
4,788
-571
-11% -$57.7K 0.23% 78
2023
Q3 		$519K Sell
5,359
-30
-0.6% -$3.02K 0.26% 72
2023
Q2 		$546K Buy
5,389
+468
+10% +$44.2K 0.28% 64
2023
Q1 		$458K Buy
+4,921
New +$458K 0.3% 72

Other funds holding FTC

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Boyce & Associates Wealth Consulting
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

ABLE Financial Group's FTC Position: Q3 2026 in Review

ABLE Financial Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2026, closing a stake of 1,079 shares — an estimated $209K sold.

ABLE Financial Group first reported a position in FTC in Q1 2023 and held it in 9 quarters. The position peaked at $546K in Q2 2023. 41 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • ABLE Financial Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
  • ABLE Financial Group sold 1,079 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $209K.
  • ABLE Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2023 and held it in 9 quarters.
  • ABLE Financial Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $546K in Q2 2023.
  • 41 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.