Greenup Street Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Greenup Street 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 Q2	–	Sell	-24,276	Closed	-$3.74M	–	149
2026 Q1	$3.74M	Buy	24,276 +384	+2%	+$61.9K	0.53%	34
2025 Q4	$3.82M	Sell	23,892 -786	-3%	-$126K	0.55%	35
2025 Q3	$3.96M	Buy	24,678 +52	+0.2%	+$8.11K	0.61%	31
2025 Q2	$3.72M	Buy	24,626 +1,858	+8%	+$256K	0.65%	33
2025 Q1	$2.99M	Buy	+22,768	New	+$3.19M	0.59%	35

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenup Street Wealth Management's FTC Position: Q2 2026 in Review

Greenup Street Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026, closing a stake of 24,276 shares — an estimated $3.74M sold.

Greenup Street Wealth Management first reported a position in FTC in Q1 2025 and held it in 5 quarters. The position peaked at $3.96M in Q3 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Greenup Street Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Greenup Street Wealth Management sold 24,276 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $3.74M.
Greenup Street Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2025 and held it in 5 quarters.
Greenup Street Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $3.96M in Q3 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.