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Parkwoods Wealth Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Parkwoods Wealth Partners’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
Q1 		$311K Hold
2,016
– – 0.08% 83
2025
Q4 		$322K Hold
2,016
– – 0.09% 78
2025
Q3 		$324K Buy
+2,016
New +$315K 0.11% 68

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Parkwoods Wealth Partners's FTC Position: Q1 2026 in Review

Parkwoods Wealth Partners held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q1 2026 at 2,016 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #83.

Parkwoods Wealth Partners first reported a position in FTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $324K in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Parkwoods Wealth Partners held 2,016 shares of First Trust Large Cap Growth AlphaDEX Fund worth $311K as of Q1 2026.
  • Parkwoods Wealth Partners left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.08% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #83 holding.
  • Parkwoods Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • Parkwoods Wealth Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $324K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.