Cyndeo Wealth Partners
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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
Q3 		– Sell
-1,035
Closed -$201K – 576
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

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LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Hilton Head Capital Partners
Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cyndeo Wealth Partners's FTC Position: Q3 2026 in Review

Cyndeo Wealth Partners sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2026, closing a stake of 1,035 shares — an estimated $201K sold.

Cyndeo Wealth Partners first reported a position in FTC in Q2 2023 and held it in 10 quarters. The position peaked at $964K in Q2 2025. 48 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • Cyndeo Wealth Partners reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 1,035 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $201K.
  • Cyndeo Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and held it in 10 quarters.
  • Cyndeo Wealth Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $964K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.