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

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

Northwest Wealth Management's FTC Position: Q2 2026 in Review

Northwest Wealth Management opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 1,154 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #243 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in FTC as recently as Q1 2019.

Northwest Wealth Management first reported a position in FTC in Q1 2018 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Northwest Wealth Management held 1,154 shares of First Trust Large Cap Growth AlphaDEX Fund worth $224K as of Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Northwest Wealth Management position in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #243 holding.
Northwest Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2018 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.