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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
Q2 		$385K Sell
1,988
-28
-1% -$4.95K 0.06% 118
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Parkwoods Wealth Partners's FTC Position: Q2 2026 in Review

Parkwoods Wealth Partners reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.4% in Q2 2026, selling an estimated $4.95K and leaving 1,988 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #118.

Parkwoods Wealth Partners first reported a position in FTC in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Parkwoods Wealth Partners held 1,988 shares of First Trust Large Cap Growth AlphaDEX Fund worth $385K as of Q2 2026.
  • Parkwoods Wealth Partners sold 28 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $4.95K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.06% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Parkwoods Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.