MPWM Advisory Solutions’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

MPWM Advisory Solutions’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	$1M	Buy	5,165 +62	+1%	+$11K	0.46%	42
2026 Q1	$787K	Sell	5,103 -9	-0.2%	-$1.45K	0.42%	43
2025 Q4	$817K	Buy	5,112 +9	+0.2%	+$1.44K	0.46%	38
2025 Q3	$820K	Hold	5,103	–	–	0.49%	35
2025 Q2	$770K	Buy	5,103 +4,711	+1,202%	+$648K	0.49%	35
2025 Q1	$51.5K	Sell	392 -43	-10%	-$6.03K	0.04%	149
2024 Q4	$60.1K	Buy	+435	New	+$60.7K	0.04%	138

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

MPWM Advisory Solutions's FTC Position: Q2 2026 in Review

MPWM Advisory Solutions increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.2% in Q2 2026, buying an estimated $11K and bringing the position to 5,165 shares worth $1M. The position accounts for 0.46% of the portfolio, ranked #42.

MPWM Advisory Solutions first reported a position in FTC in Q4 2024 and has held it in 7 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

MPWM Advisory Solutions held 5,165 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1M as of Q2 2026.
MPWM Advisory Solutions bought 62 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $11K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.46% of MPWM Advisory Solutions's portfolio in Q2 2026, its #42 holding.
MPWM Advisory Solutions first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.