Chicago Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Chicago Wealth Management’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	$432K	Hold	2,229	–	–	0.15%	53
2026 Q1	$344K	Sell	2,229 -617	-22%	-$99.5K	0.14%	52
2025 Q4	$455K	Hold	2,846	–	–	0.18%	45
2025 Q3	$457K	Hold	2,846	–	–	0.2%	40
2025 Q2	$430K	Sell	2,846 -38	-1%	-$5.23K	0.2%	40
2025 Q1	$379K	Hold	2,884	–	–	0.2%	41
2024 Q4	$399K	Hold	2,884	–	–	0.21%	42
2024 Q3	$379K	Hold	2,884	–	–	0.2%	41
2024 Q2	$353K	Hold	2,884	–	–	0.2%	42
2024 Q1	$356K	Hold	2,884	–	–	0.21%	41
2023 Q4	$316K	Hold	2,884	–	–	0.22%	36
2023 Q3	$279K	Hold	2,884	–	–	0.22%	32
2023 Q2	$292K	Hold	2,884	–	–	0.22%	33
2023 Q1	$268K	Hold	2,884	–	–	0.21%	35
2022 Q4	$264K	Sell	2,884 -110	-4%	-$10.2K	0.23%	36
2022 Q3	$256K	Hold	2,994	–	–	0.25%	31
2022 Q2	$264K	Hold	2,994	–	–	0.24%	29
2022 Q1	$319K	Hold	2,994	–	–	0.21%	38
2021 Q4	$360K	Hold	2,994	–	–	0.24%	35
2021 Q3	$333K	Hold	2,994	–	–	0.24%	36
2021 Q2	$329K	Hold	2,994	–	–	0.24%	36
2021 Q1	$292K	Buy	+2,994	New	+$297K	0.23%	35

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Chicago Wealth Management's FTC Position: Q2 2026 in Review

Chicago Wealth Management held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 2,229 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #53.

Chicago Wealth Management first reported a position in FTC in Q1 2021 and has held it in 22 quarters since. The position peaked at $457K in Q3 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Chicago Wealth Management held 2,229 shares of First Trust Large Cap Growth AlphaDEX Fund worth $432K as of Q2 2026.
Chicago Wealth Management left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.15% of Chicago Wealth Management's portfolio in Q2 2026, its #53 holding.
Chicago Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2021 and has held it in 22 quarters since.
Chicago Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $457K in Q3 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.