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
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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cyndeo Wealth Partners's FTC Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2025, closing a stake of 6,383 shares — an estimated $964K sold.

Cyndeo Wealth Partners first reported a position in FTC in Q2 2023 and held it in 9 quarters. The position peaked at $964K in Q2 2025. 197 funds tracked by Wall St. Rank hold FTC as of Q3 2025.

Cyndeo Wealth Partners reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 6,383 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2025, an estimated $964K.
Cyndeo Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and held it in 9 quarters.
Cyndeo Wealth Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $964K in Q2 2025.
197 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.