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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
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 $1.66T 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

Kestra Private Wealth Services's FTC Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 14% in Q1 2026, selling an estimated $159K and leaving 5,973 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #874.

Kestra Private Wealth Services first reported a position in FTC in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.36M in Q3 2021. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Kestra Private Wealth Services held 5,973 shares of First Trust Large Cap Growth AlphaDEX Fund worth $921K as of Q1 2026.
  • Kestra Private Wealth Services sold 983 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $159K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #874 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 23 quarters since.
  • Kestra Private Wealth Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $6.36M in Q3 2021.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.