Kestra Private Wealth Services
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Kestra Private Wealth Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Kestra Private Wealth Services’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 		$1.09M Sell
5,608
-365
-6% -$64.5K 0.01% 857
2026
Q1 		$921K Sell
5,973
-983
-14% -$159K 0.01% 874
2025
Q4 		$1.11M Buy
6,956
+361
+5% +$57.8K 0.01% 767
2025
Q3 		$1.06M Sell
6,595
-360
-5% -$56.2K 0.01% 754
2025
Q2 		$1.05M Buy
6,955
+591
+9% +$81.3K 0.02% 733
2025
Q1 		$836K Sell
6,364
-102
-2% -$14.3K 0.01% 747
2024
Q4 		$894K Sell
6,466
-339
-5% -$47.3K 0.02% 687
2024
Q3 		$894K Sell
6,805
-371
-5% -$46.1K 0.02% 652
2024
Q2 		$879K Sell
7,176
-485
-6% -$58.3K 0.02% 618
2024
Q1 		$944K Sell
7,661
-3,727
-33% -$433K 0.02% 571
2023
Q4 		$1.25M Sell
11,388
-808
-7% -$81.7K 0.03% 463
2023
Q3 		$1.18M Sell
12,196
-1,434
-11% -$144K 0.04% 417
2023
Q2 		$1.38M Buy
13,630
+3,159
+30% +$299K 0.05% 369
2023
Q1 		$974K Sell
10,471
-1,862
-15% -$173K 0.04% 413
2022
Q4 		$1.13M Sell
12,333
-17,709
-59% -$1.64M 0.06% 344
2022
Q3 		$2.57M Buy
30,042
+1,485
+5% +$139K 0.15% 162
2022
Q2 		$2.52M Sell
28,557
-721
-2% -$69.1K 0.14% 170
2022
Q1 		$3.12M Sell
29,278
-14,927
-34% -$1.58M 0.15% 153
2021
Q4 		$5.32M Sell
44,205
-13,009
-23% -$1.54M 0.25% 95
2021
Q3 		$6.36M Buy
57,214
+17,867
+45% +$2.04M 0.35% 61
2021
Q2 		$4.32M Sell
39,347
-3,637
-8% -$376K 0.26% 91
2021
Q1 		$4.2M Sell
42,984
-5,328
-11% -$528K 0.29% 81
2020
Q4 		$4.67M Sell
48,312
-18,003
-27% -$1.62M 0.34% 72
2020
Q3 		$5.47M Buy
+66,315
New +$5.45M 0.47% 47

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
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Kestra Private Wealth Services's FTC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 6.1% in Q2 2026, selling an estimated $64.5K and leaving 5,608 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #857.

Kestra Private Wealth Services first reported a position in FTC in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.36M in Q3 2021. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Kestra Private Wealth Services held 5,608 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.09M as of Q2 2026.
  • Kestra Private Wealth Services sold 365 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $64.5K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #857 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $6.36M in Q3 2021.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.