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

Arkadios Wealth Advisors’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 		$636K Sell
3,283
-2,116
-39% -$374K 0.01% 996
2026
Q1 		$832K Buy
5,399
+136
+3% +$21.9K 0.01% 880
2025
Q4 		$841K Sell
5,263
-99
-2% -$15.8K 0.02% 772
2025
Q3 		$861K Buy
5,362
+265
+5% +$41.3K 0.02% 700
2025
Q2 		$769K Sell
5,097
-77
-1% -$10.6K 0.02% 681
2025
Q1 		$680K Sell
5,174
-34
-0.7% -$4.77K 0.03% 594
2024
Q4 		$720K Buy
5,208
+768
+17% +$107K 0.04% 410
2024
Q3 		$584K Buy
+4,440
New +$552K 0.03% 494
2024
Q1 		– Sell
-3,115
Closed -$341K – 752
2023
Q4 		$341K Sell
3,115
-700
-18% -$70.7K 0.03% 479
2023
Q3 		$369K Sell
3,815
-60
-2% -$6.04K 0.04% 421
2023
Q2 		$392K Buy
3,875
+895
+30% +$84.6K 0.05% 369
2023
Q1 		$277K Buy
2,980
+358
+14% +$33.3K 0.03% 462
2022
Q4 		$240K Buy
2,622
+3
+0.1% +$278 0.03% 461
2022
Q3 		$224K Buy
+2,619
New +$245K 0.03% 460
2022
Q2 		– Sell
-2,016
Closed -$215K – 565
2022
Q1 		$215K Buy
2,016
+101
+5% +$10.7K 0.03% 519
2021
Q4 		$230K Buy
1,915
+200
+12% +$23.7K 0.03% 512
2021
Q3 		$190K Sell
1,715
-7,876
-82% -$898K 0.03% 516
2021
Q2 		$1.05M Buy
9,591
+530
+6% +$54.7K 0.13% 185
2021
Q1 		$884K Buy
9,061
+2,695
+42% +$267K 0.15% 168
2020
Q4 		$615K Buy
+6,366
New +$574K 0.13% 168

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Arkadios Wealth Advisors's FTC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 39% in Q2 2026, selling an estimated $374K and leaving 3,283 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #996.

Arkadios Wealth Advisors first reported a position in FTC in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.05M in Q2 2021. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Arkadios Wealth Advisors held 3,283 shares of First Trust Large Cap Growth AlphaDEX Fund worth $636K as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,116 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $374K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #996 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.05M in Q2 2021.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

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