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

Cyndeo 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	$201K	Buy	+1,035	New	+$183K	0.01%	502
2025 Q3	–	Sell	-6,383	Closed	-$964K	–	488
2025 Q2	$964K	Sell	6,383 -10	-0.2%	-$1.38K	0.06%	232
2025 Q1	$840K	Hold	6,393	–	–	0.06%	238
2024 Q4	$884K	Hold	6,393	–	–	0.06%	228
2024 Q3	$840K	Buy	6,393 +110	+2%	+$13.7K	0.06%	235
2024 Q2	$770K	Sell	6,283 -100	-2%	-$12K	0.06%	234
2024 Q1	$787K	Hold	6,383	–	–	0.07%	223
2023 Q4	$699K	Sell	6,383 -221	-3%	-$22.3K	0.06%	219
2023 Q3	$639K	Hold	6,604	–	–	0.07%	207
2023 Q2	$669K	Buy	+6,604	New	+$624K	0.07%	195

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

Cyndeo Wealth Partners's FTC Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 1,035 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in FTC as recently as Q2 2025.

Cyndeo Wealth Partners first reported a position in FTC in Q2 2023 and has held it in 10 quarters since. The position peaked at $964K in Q2 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Cyndeo Wealth Partners held 1,035 shares of First Trust Large Cap Growth AlphaDEX Fund worth $201K as of Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Cyndeo Wealth Partners position in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #502 holding.
Cyndeo Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and has held it in 10 quarters since.
Cyndeo Wealth Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $964K in Q2 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

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