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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
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 $1.66T 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

Gateway Wealth Partners's FTC Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 97% in Q1 2026, buying an estimated $2.47M and bringing the position to 31,138 shares worth $4.8M. The position accounts for 0.19% of the portfolio, ranked #136.

Gateway Wealth Partners first reported a position in FTC in Q4 2022 and has held it in 14 quarters since. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Gateway Wealth Partners held 31,138 shares of First Trust Large Cap Growth AlphaDEX Fund worth $4.8M as of Q1 2026.
  • Gateway Wealth Partners bought 15,336 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $2.47M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.19% of Gateway Wealth Partners's portfolio in Q1 2026, its #136 holding.
  • Gateway Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.