Institute for Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Institute for 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	$367K	Hold	1,896	–	–	0.03%	391
2026 Q1	$292K	Hold	1,896	–	–	0.03%	430
2025 Q4	$303K	Hold	1,896	–	–	0.03%	428
2025 Q3	$305K	Hold	1,896	–	–	0.03%	451
2025 Q2	$286K	Hold	1,896	–	–	0.03%	447
2025 Q1	$249K	Hold	1,896	–	–	0.03%	460
2024 Q4	$262K	Hold	1,896	–	–	0.03%	429
2024 Q3	$249K	Hold	1,896	–	–	0.03%	463
2024 Q2	$232K	Sell	1,896 -17	-0.9%	-$2.04K	0.03%	446
2024 Q1	$236K	Hold	1,913	–	–	0.03%	444
2023 Q4	$210K	Buy	+1,913	New	+$193K	0.03%	452
2022 Q2	–	Sell	-1,980	Closed	-$211K	–	545
2022 Q1	$211K	Hold	1,980	–	–	0.03%	503
2021 Q4	$238K	Hold	1,980	–	–	0.04%	431
2021 Q3	$220K	Hold	1,980	–	–	0.04%	445
2021 Q2	$217K	Sell	1,980 -98	-5%	-$10.1K	0.04%	444
2021 Q1	$203K	Hold	2,078	–	–	0.04%	447
2020 Q4	$201K	Buy	+2,078	New	+$187K	0.04%	429

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

Institute for Wealth Management's FTC Position: Q2 2026 in Review

Institute for Wealth Management held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 1,896 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #391.

Institute for Wealth Management first reported a position in FTC in Q4 2020 and has held it in 17 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Institute for Wealth Management held 1,896 shares of First Trust Large Cap Growth AlphaDEX Fund worth $367K as of Q2 2026.
Institute for Wealth Management left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #391 holding.
Institute for Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and has held it in 17 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.