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Ashton Thomas Private Wealth’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Ashton Thomas Private 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 		$698K Sell
3,604
-616
-15% -$109K 0.01% 662
2026
Q1 		$651K Sell
4,220
-913
-18% -$147K 0.02% 661
2025
Q4 		$821K Buy
5,133
+177
+4% +$28.3K 0.02% 536
2025
Q3 		$796K Sell
4,956
-211
-4% -$32.9K 0.02% 528
2025
Q2 		$780K Sell
5,167
-671
-11% -$92.3K 0.03% 476
2025
Q1 		$767K Sell
5,838
-148
-2% -$20.7K 0.03% 448
2024
Q4 		$828K Sell
5,986
-91
-1% -$12.7K 0.03% 421
2024
Q3 		$799K Sell
6,077
-734
-11% -$91.2K 0.04% 356
2024
Q2 		$835K Sell
6,811
-41
-0.6% -$4.93K 0.05% 334
2024
Q1 		$845K Sell
6,852
-233
-3% -$27.1K 0.05% 332
2023
Q4 		$776K Sell
7,085
-64
-0.9% -$6.47K 0.05% 339
2023
Q3 		$692K Hold
7,149
– – 0.05% 344
2023
Q2 		$724K Buy
7,149
+369
+5% +$34.9K 0.06% 335
2023
Q1 		$631K Buy
6,780
+98
+1% +$9.11K 0.06% 325
2022
Q4 		$611K Sell
6,682
-16
-0.2% -$1.48K 0.06% 317
2022
Q3 		$573K Buy
6,698
+163
+2% +$15.3K 0.06% 304
2022
Q2 		$576K Buy
6,535
+1,945
+42% +$186K 0.06% 290
2022
Q1 		$490K Buy
+4,590
New +$484K 0.04% 351

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

Ashton Thomas Private Wealth's FTC Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 15% in Q2 2026, selling an estimated $109K and leaving 3,604 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #662.

Ashton Thomas Private Wealth first reported a position in FTC in Q1 2022 and has held it in 18 quarters since. The position peaked at $845K in Q1 2024. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Ashton Thomas Private Wealth held 3,604 shares of First Trust Large Cap Growth AlphaDEX Fund worth $698K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 616 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $109K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #662 holding.
  • Ashton Thomas Private Wealth first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 18 quarters since.
  • Ashton Thomas Private Wealth's First Trust Large Cap Growth AlphaDEX Fund position peaked at $845K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.