Boyce & Associates Wealth Consulting
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Boyce & Associates Wealth Consulting’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Boyce & Associates Wealth Consulting’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 		$5.01M Buy
28,225
+6,519
+30% +$1.17M 3.04% 14
2026
Q2 		$4.21M Buy
21,706
+579
+3% +$102K 2.92% 9
2026
Q1 		$3.26M Buy
21,127
+9,060
+75% +$1.46M 2.47% 9
2025
Q4 		$1.93M Sell
12,067
-187
-2% -$29.9K 1.62% 15
2025
Q3 		$1.97M Buy
12,254
+8,232
+205% +$1.28M 1.61% 14
2025
Q2 		$611K Buy
4,022
+601
+18% +$82.7K 0.56% 35
2025
Q1 		$449K Sell
3,421
-110
-3% -$15.4K 0.45% 42
2024
Q4 		$488K Buy
3,531
+1
+0% +$140 0.49% 43
2024
Q3 		$464K Buy
3,530
+1
+0% +$124 0.48% 39
2024
Q2 		$432K Hold
3,529
– – 0.51% 39
2024
Q1 		$435K Buy
3,529
+1
+0% +$116 0.56% 34
2023
Q4 		$387K Hold
3,528
– – 0.56% 31
2023
Q3 		$341K Buy
3,528
+1
+0% +$101 0.57% 32
2023
Q2 		$357K Hold
3,527
– – 0.6% 31
2023
Q1 		$325K Sell
3,527
-407
-10% -$37.8K 0.58% 32
2022
Q4 		$360K Sell
3,934
-124
-3% -$11.5K 0.69% 29
2022
Q3 		$347K Buy
4,058
+1
+0% +$94 0.71% 26
2022
Q2 		$358K Sell
4,057
-300
-7% -$28.7K 0.65% 29
2022
Q1 		$465K Buy
+4,357
New +$460K 0.69% 29

Other funds holding FTC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FTC Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 30% in Q3 2026, buying an estimated $1.17M and bringing the position to 28,225 shares worth $5.01M. The position accounts for 3.04% of the portfolio, ranked #14.

Boyce & Associates Wealth Consulting first reported a position in FTC in Q1 2022 and has held it in 19 quarters since. 112 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 28,225 shares of First Trust Large Cap Growth AlphaDEX Fund worth $5.01M as of Q3 2026.
  • Boyce & Associates Wealth Consulting bought 6,519 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $1.17M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 3.04% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #14 holding.
  • Boyce & Associates Wealth Consulting first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 19 quarters since.
  • 112 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.