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

Northwest 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 Q2	$224K	Buy	+1,154	New	+$204K	0.03%	243
2019 Q2	–	Sell	-1,180	Closed	-$79K	–	244
2019 Q1	$79K	Hold	1,180	–	–	0.06%	177
2018 Q4	$68K	Hold	1,180	–	–	0.06%	178
2018 Q3	$83K	Hold	1,180	–	–	0.06%	171
2018 Q2	$78K	Hold	1,180	–	–	0.06%	172
2018 Q1	$76K	Buy	+1,180	New	+$76.1K	0.06%	173

Other funds holding FTC

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return