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LVZ Inc’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

LVZ Inc’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 		$5.1M Sell
26,298
-1,030
-4% -$182K 0.52% 18
2026
Q1 		$4.21M Buy
27,328
+4,015
+17% +$648K 0.48% 21
2025
Q4 		$3.73M Sell
23,313
-1,242
-5% -$199K 0.42% 22
2025
Q3 		$3.94M Buy
24,555
+4,438
+22% +$692K 0.45% 22
2025
Q2 		$3.04M Sell
20,117
-61
-0.3% -$8.39K 0.36% 22
2025
Q1 		$2.65M Sell
20,178
-2,072
-9% -$290K 0.35% 24
2024
Q4 		$3.08M Sell
22,250
-512
-2% -$71.5K 0.39% 19
2024
Q3 		$2.99M Buy
22,762
+225
+1% +$28K 0.38% 19
2024
Q2 		$2.76M Sell
22,537
-606
-3% -$72.9K 0.38% 20
2024
Q1 		$2.85M Sell
23,143
-2,348
-9% -$273K 0.39% 20
2023
Q4 		$2.79M Sell
25,491
-5,344
-17% -$540K 0.39% 20
2023
Q3 		$2.98M Buy
30,835
+47
+0.2% +$4.73K 0.48% 16
2023
Q2 		$3.12M Buy
30,788
+9,671
+46% +$914K 0.43% 20
2023
Q1 		$1.96M Sell
21,117
-1,906
-8% -$177K 0.29% 32
2022
Q4 		$2.1M Buy
23,023
+1,221
+6% +$113K 0.33% 26
2022
Q3 		$1.86M Buy
21,802
+697
+3% +$65.3K 0.32% 22
2022
Q2 		$1.86M Buy
21,105
+563
+3% +$53.9K 0.31% 19
2022
Q1 		$2.19M Sell
20,542
-1,169
-5% -$123K 0.3% 28
2021
Q4 		$2.61M Buy
21,711
+1,287
+6% +$152K 0.35% 26
2021
Q3 		$2.27M Sell
20,424
-220
-1% -$25.1K 0.32% 26
2021
Q2 		$2.27M Sell
20,644
-125
-0.6% -$12.9K 0.33% 29
2021
Q1 		$2.03M Sell
20,769
-1,754
-8% -$174K 0.31% 29
2020
Q4 		$2.18M Buy
22,523
+3,524
+19% +$318K 0.36% 28
2020
Q3 		$1.59M Buy
18,999
+704
+4% +$57.8K 0.33% 26
2020
Q2 		$1.4M Buy
18,295
+161
+0.9% +$11.3K 0.31% 26
2020
Q1 		$1.09M Buy
18,134
+333
+2% +$23.5K 0.27% 25
2019
Q4 		$1.3M Buy
17,801
+1,073
+6% +$76K 0.25% 37
2019
Q3 		$1.17M Buy
16,728
+1,659
+11% +$118K 0.25% 37
2019
Q2 		$1.06M Buy
15,069
+1,869
+14% +$127K 0.24% 34
2019
Q1 		$884K Sell
13,200
-2,833
-18% -$180K 0.21% 36
2018
Q4 		$919K Buy
16,033
+65
+0.4% +$4.04K 0.26% 30
2018
Q3 		$1.06M Sell
15,968
-711
-4% -$48.8K 0.26% 29
2018
Q2 		$1.1M Buy
16,679
+65
+0.4% +$4.27K 0.28% 27
2018
Q1 		$1.06M Sell
16,614
-1,254
-7% -$80.8K 0.29% 26
2017
Q4 		$1.09M Buy
17,868
+1,081
+6% +$64.8K 0.32% 23
2017
Q3 		$965K Buy
+16,787
New +$939K 0.31% 25
2017
Q1 		– Sell
-5,929
Closed -$291K – 39
2016
Q4 		$291K Hold
5,929
– – 2.79% 18
2016
Q3 		$299K Hold
5,929
– – 2.91% 17
2016
Q2 		$296K Buy
5,929
+5
+0.1% +$243 3.23% 12
2016
Q1 		$286K Sell
5,924
-35
-0.6% -$1.6K 0.13% 42
2015
Q4 		$287K Sell
5,959
-422
-7% -$20.4K 3.92% 10
2015
Q3 		$291K Buy
6,381
+1,128
+21% +$54.6K 0.19% 30
2015
Q2 		$264K Hold
5,253
– – 0.15% 30
2015
Q1 		$256K Buy
+5,253
New +$249K 0.15% 29

Other funds holding FTC

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

LVZ Inc's FTC Position: Q2 2026 in Review

LVZ Inc reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 3.8% in Q2 2026, selling an estimated $182K and leaving 26,298 shares worth $5.1M. The position accounts for 0.52% of the portfolio, ranked #18.

LVZ Inc first reported a position in FTC in Q1 2015 and has held it in 44 quarters since. 35 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • LVZ Inc held 26,298 shares of First Trust Large Cap Growth AlphaDEX Fund worth $5.1M as of Q2 2026.
  • LVZ Inc sold 1,030 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $182K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.52% of LVZ Inc's portfolio in Q2 2026, its #18 holding.
  • LVZ Inc first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2015 and has held it in 44 quarters since.
  • 35 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.