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Higgins & Schmidt Wealth Strategies’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$337K Sell
1,737
-123
-7% -$21.7K 0.14% 51
2026
Q1 		$287K Hold
1,860
– – 0.13% 52
2025
Q4 		$297K Hold
1,860
– – 0.14% 50
2025
Q3 		$299K Hold
1,860
– – 0.15% 46
2025
Q2 		$281K Hold
1,860
– – 0.16% 45
2025
Q1 		$244K Hold
1,860
– – 0.14% 43
2024
Q4 		$257K Hold
1,860
– – 0.16% 42
2024
Q3 		$244K Sell
1,860
-494
-21% -$61.4K 0.16% 44
2024
Q2 		$288K Hold
2,354
– – 0.21% 40
2024
Q1 		$290K Hold
2,354
– – 0.21% 39
2023
Q4 		$258K Buy
+2,354
New +$238K 0.21% 38

Other funds holding FTC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's FTC Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 6.6% in Q2 2026, selling an estimated $21.7K and leaving 1,737 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #51.

Higgins & Schmidt Wealth Strategies first reported a position in FTC in Q4 2023 and has held it in 11 quarters since. 97 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 1,737 shares of First Trust Large Cap Growth AlphaDEX Fund worth $337K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies sold 123 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $21.7K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.14% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #51 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
  • 97 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.