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

Gateway 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 		$2.52M Sell
13,014
-18,124
-58% -$3.2M 0.15% 168
2026
Q1 		$4.8M Buy
31,138
+15,336
+97% +$2.47M 0.19% 136
2025
Q4 		$2.53M Buy
15,802
+9,748
+161% +$1.56M 0.28% 99
2025
Q3 		$973K Buy
6,054
+88
+1% +$13.7K 0.13% 160
2025
Q2 		$901K Buy
5,966
+1,731
+41% +$238K 0.17% 131
2025
Q1 		$557K Sell
4,235
-103
-2% -$14.4K 0.13% 167
2024
Q4 		$600K Sell
4,338
-10,360
-70% -$1.45M 0.16% 145
2024
Q3 		$1.93M Sell
14,698
-298
-2% -$37K 0.53% 49
2024
Q2 		$1.84M Buy
14,996
+2,983
+25% +$359K 0.56% 45
2024
Q1 		$1.48M Buy
12,013
+981
+9% +$114K 0.53% 53
2023
Q4 		$1.21M Sell
11,032
-2,141
-16% -$216K 0.49% 56
2023
Q3 		$1.27M Buy
13,173
+3,020
+30% +$304K 0.23% 70
2023
Q2 		$1.03M Buy
10,153
+3,482
+52% +$329K 0.18% 80
2023
Q1 		$621K Buy
6,671
+2,029
+44% +$189K 0.1% 101
2022
Q4 		$424K Buy
+4,642
New +$430K 0.07% 121

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Gateway Wealth Partners reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 58% in Q2 2026, selling an estimated $3.2M and leaving 13,014 shares worth $2.52M. The position accounts for 0.15% of the portfolio, ranked #168.

Gateway Wealth Partners first reported a position in FTC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.8M in Q1 2026. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Gateway Wealth Partners held 13,014 shares of First Trust Large Cap Growth AlphaDEX Fund worth $2.52M as of Q2 2026.
  • Gateway Wealth Partners sold 18,124 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $3.2M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.15% of Gateway Wealth Partners's portfolio in Q2 2026, its #168 holding.
  • Gateway Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $4.8M in Q1 2026.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.