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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
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

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

Cedar Cove Wealth Partners's FTC Position: Q2 2026 in Review

Cedar Cove Wealth Partners held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 2,204 shares worth $427K. The position accounts for 0.2% of the portfolio, ranked #63.

Cedar Cove Wealth Partners first reported a position in FTC in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Cedar Cove Wealth Partners held 2,204 shares of First Trust Large Cap Growth AlphaDEX Fund worth $427K as of Q2 2026.
  • Cedar Cove Wealth Partners left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.2% of Cedar Cove Wealth Partners's portfolio in Q2 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 3 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.