Kingswood Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Kingswood Wealth Advisors’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	$350K	Hold	1,806	–	–	0.01%	724
2026 Q1	$278K	Buy	+1,806	New	+$291K	0.01%	739
2023 Q4	–	Sell	-2,750	Closed	-$266K	–	653
2023 Q3	$266K	Sell	2,750 -335	-11%	-$33.7K	0.05%	344
2023 Q2	$312K	Buy	+3,085	New	+$292K	0.1%	194

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

Kingswood Wealth Advisors's FTC Position: Q2 2026 in Review

Kingswood Wealth Advisors held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 1,806 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #724.

Kingswood Wealth Advisors first reported a position in FTC in Q2 2023 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Kingswood Wealth Advisors held 1,806 shares of First Trust Large Cap Growth AlphaDEX Fund worth $350K as of Q2 2026.
Kingswood Wealth Advisors left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #724 holding.
Kingswood Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and has held it in 4 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.