CoreCap Advisors
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CoreCap Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

CoreCap Advisors’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 		$1.21M Sell
6,848
-736
-10% -$132K 0.03% 346
2026
Q2 		$1.47M Sell
7,584
-369
-5% -$65.2K 0.04% 304
2026
Q1 		$1.23M Sell
7,953
-538
-6% -$86.8K 0.04% 326
2025
Q4 		$1.36M Buy
8,491
+96
+1% +$15.4K 0.05% 321
2025
Q3 		$1.35M Buy
8,395
+5,885
+234% +$918K 0.05% 312
2025
Q2 		$379K Sell
2,510
-42
-2% -$5.78K 0.02% 559
2025
Q1 		$335K Sell
2,552
-186
-7% -$26.1K 0.01% 548
2024
Q4 		$379K Sell
2,738
-15,762
-85% -$2.2M 0.02% 529
2024
Q3 		$2.43M Sell
18,500
-4,013
-18% -$499K 0.11% 189
2024
Q2 		$2.76M Sell
22,513
-189
-0.8% -$22.7K 0.29% 72
2024
Q1 		$2.8M Buy
22,702
+2,558
+13% +$297K 0.15% 139
2023
Q4 		$2.21M Sell
20,144
-2,998
-13% -$303K 0.14% 136
2023
Q3 		$2.24M Buy
23,142
+2,297
+11% +$231K 0.16% 126
2023
Q2 		$2.11M Buy
+20,845
New +$1.97M 0.15% 130
2022
Q4 		$1.79M Sell
19,565
-1,653
-8% -$153K 0.13% 143
2022
Q3 		$1.82M Buy
21,218
+151
+0.7% +$14.1K 0.15% 121
2022
Q2 		$1.86M Buy
21,067
+1,084
+5% +$104K 0.14% 116
2022
Q1 		$2.13M Buy
19,983
+2,377
+14% +$251K 0.15% 115
2021
Q4 		$2.12M Buy
+17,606
New +$2.08M 0.14% 121

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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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
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
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

CoreCap Advisors's FTC Position: Q3 2026 in Review

CoreCap Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 9.7% in Q3 2026, selling an estimated $132K and leaving 6,848 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #346.

CoreCap Advisors first reported a position in FTC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.8M in Q1 2024. 27 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • CoreCap Advisors held 6,848 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.21M as of Q3 2026.
  • CoreCap Advisors sold 736 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $132K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #346 holding.
  • CoreCap Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.8M in Q1 2024.
  • 27 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.