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

FSB Premier 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
Q1 		$2.36M Sell
15,281
-97
-0.6% -$15.6K 0.74% 39
2025
Q4 		$2.46M Sell
15,378
-244
-2% -$39.1K 0.78% 36
2025
Q3 		$2.51M Sell
15,622
-626
-4% -$97.7K 0.83% 34
2025
Q2 		$2.45M Sell
16,248
-1,463
-8% -$201K 0.88% 33
2025
Q1 		$2.33M Sell
17,711
-3,868
-18% -$542K 0.91% 31
2024
Q4 		$2.98M Sell
21,579
-1,434
-6% -$200K 1.2% 20
2024
Q3 		$3.02M Sell
23,013
-4,381
-16% -$545K 1.24% 16
2024
Q2 		$3.36M Sell
27,394
-4,138
-13% -$498K 1.52% 14
2024
Q1 		$3.89M Sell
31,532
-3,824
-11% -$444K 1.81% 13
2023
Q4 		$3.87M Sell
35,356
-1,282
-3% -$130K 1.94% 13
2023
Q3 		$3.55M Sell
36,638
-1,787
-5% -$180K 1.97% 12
2023
Q2 		$3.89M Sell
38,425
-705
-2% -$66.7K 2.11% 10
2023
Q1 		$3.64M Sell
39,130
-4,459
-10% -$415K 2.03% 12
2022
Q4 		$3.98M Sell
43,589
-632
-1% -$58.6K 2.18% 10
2022
Q3 		$3.78M Sell
44,221
-13,697
-24% -$1.28M 2.21% 9
2022
Q2 		$5.1M Sell
57,918
-827
-1% -$79.2K 2.83% 8
2022
Q1 		$5.86M Sell
58,745
-16,727
-22% -$1.77M 2.94% 8
2021
Q4 		$9.07M Sell
75,472
-5,336
-7% -$632K 3.79% 5
2021
Q3 		$8.98M Sell
80,808
-5,369
-6% -$612K 4.5% 5
2021
Q2 		$9.46M Sell
86,177
-11,594
-12% -$1.2M 4.84% 5
2021
Q1 		$9.55M Sell
97,771
-5,983
-6% -$593K 5.14% 4
2020
Q4 		$10M Buy
+103,754
New +$9.36M 5.37% 4

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FSB Premier Wealth Management's FTC Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.63% in Q1 2026, selling an estimated $15.6K and leaving 15,281 shares worth $2.36M. The position accounts for 0.74% of the portfolio, ranked #39.

FSB Premier Wealth Management first reported a position in FTC in Q4 2020 and has held it in 22 quarters since. The position peaked at $10M in Q4 2020. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • FSB Premier Wealth Management held 15,281 shares of First Trust Large Cap Growth AlphaDEX Fund worth $2.36M as of Q1 2026.
  • FSB Premier Wealth Management sold 97 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $15.6K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.74% of FSB Premier Wealth Management's portfolio in Q1 2026, its #39 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $10M in Q4 2020.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.