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Cedar Cove Wealth Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Cedar Cove Wealth Partners’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 		$391K Hold
2,204
– – 0.18% 63
2026
Q2 		$427K Hold
2,204
– – 0.2% 63
2026
Q1 		$340K Sell
2,204
-145
-6% -$23.4K 0.18% 69
2025
Q4 		$376K Buy
+2,349
New +$376K 0.2% 67

Other funds holding FTC

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Cedar Cove Wealth Partners's FTC Position: Q3 2026 in Review

Cedar Cove Wealth Partners held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q3 2026 at 2,204 shares worth $391K. The position accounts for 0.18% of the portfolio, ranked #63.

Cedar Cove Wealth Partners first reported a position in FTC in Q4 2025 and has held it in 4 quarters since. The position peaked at $427K in Q2 2026. 20 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • Cedar Cove Wealth Partners held 2,204 shares of First Trust Large Cap Growth AlphaDEX Fund worth $391K as of Q3 2026.
  • Cedar Cove Wealth Partners left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.18% of Cedar Cove Wealth Partners's portfolio in Q3 2026, its #63 holding.
  • Cedar Cove Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
  • Cedar Cove Wealth Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $427K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.