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

Kingsview 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
Q1 		$14.8M Sell
96,119
-6,428
-6% -$1.04M 0.2% 98
2025
Q4 		$16.4M Sell
102,547
-9,110
-8% -$1.46M 0.24% 81
2025
Q3 		$17.9M Sell
111,657
-4,567
-4% -$713K 0.27% 66
2025
Q2 		$17.5M Sell
116,224
-3,597
-3% -$495K 0.3% 55
2025
Q1 		$15.7M Sell
119,821
-18,235
-13% -$2.56M 0.3% 58
2024
Q4 		$19.1M Sell
138,056
-18,405
-12% -$2.57M 0.37% 48
2024
Q3 		$20.6M Sell
156,461
-24,460
-14% -$3.04M 0.43% 47
2024
Q2 		$22.2M Buy
180,921
+39
+0% +$4.69K 0.52% 34
2024
Q1 		$22.3M Buy
180,882
+13,733
+8% +$1.6M 0.56% 33
2023
Q4 		$18.3M Buy
167,149
+44,110
+36% +$4.46M 0.55% 37
2023
Q3 		$11.9M Buy
123,039
+41,334
+51% +$4.16M 0.43% 51
2023
Q2 		$8.28M Sell
81,705
-594
-0.7% -$56.2K 0.32% 69
2023
Q1 		$7.66M Buy
82,299
+5,067
+7% +$471K 0.32% 69
2022
Q4 		$7.06M Buy
77,232
+3,871
+5% +$359K 0.31% 79
2022
Q3 		$6.28M Buy
73,361
+11,418
+18% +$1.07M 0.3% 83
2022
Q2 		$5.46M Buy
61,943
+12,046
+24% +$1.15M 0.26% 94
2022
Q1 		$5.32M Buy
49,897
+341
+0.7% +$36K 0.23% 100
2021
Q4 		$5.96M Buy
49,556
+2,486
+5% +$294K 0.25% 94
2021
Q3 		$5.23M Buy
47,070
+3,821
+9% +$436K 0.25% 90
2021
Q2 		$4.75M Buy
43,249
+11,602
+37% +$1.2M 0.23% 96
2021
Q1 		$3.15M Buy
31,647
+11,472
+57% +$1.14M 0.18% 128
2020
Q4 		$1.95M Buy
20,175
+11,392
+130% +$1.03M 0.14% 160
2020
Q3 		$738K Buy
8,783
+2,880
+49% +$236K 0.07% 283
2020
Q2 		$452K Buy
+5,903
New +$414K 0.05% 349
2019
Q2 		– Sell
-25,936
Closed -$1.74M – 475
2019
Q1 		$1.74M Sell
25,936
-484
-2% -$30.7K 0.26% 108
2018
Q4 		$1.51M Sell
26,420
-8,329
-24% -$518K 0.33% 96
2018
Q3 		$2.44M Buy
34,749
+5,029
+17% +$345K 0.5% 59
2018
Q2 		$1.96M Buy
29,720
+2,260
+8% +$149K 0.47% 66
2018
Q1 		$1.75M Buy
27,460
+3,826
+16% +$247K 0.44% 71
2017
Q4 		$1.45M Buy
23,634
+5,413
+30% +$324K 0.52% 49
2017
Q3 		$1.05M Buy
+18,221
New +$1.02M 0.46% 62

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

Kingsview Wealth Management's FTC Position: Q1 2026 in Review

Kingsview Wealth Management reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 6.3% in Q1 2026, selling an estimated $1.04M and leaving 96,119 shares worth $14.8M. The position accounts for 0.2% of the portfolio, ranked #98.

Kingsview Wealth Management first reported a position in FTC in Q3 2017 and has held it in 31 quarters since. The position peaked at $22.3M in Q1 2024. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Kingsview Wealth Management held 96,119 shares of First Trust Large Cap Growth AlphaDEX Fund worth $14.8M as of Q1 2026.
  • Kingsview Wealth Management sold 6,428 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $1.04M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.2% of Kingsview Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Kingsview Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2017 and has held it in 31 quarters since.
  • Kingsview Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $22.3M in Q1 2024.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.