Private Client Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Private Client Services’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 Q3	–	Sell	-1,100	Closed	-$213K	–	242
2026 Q2	$213K	Buy	+1,100	New	+$194K	0.06%	215
2025 Q1	–	Sell	-1,929	Closed	-$267K	–	193
2024 Q4	$267K	Hold	1,929	–	–	0.14%	137
2024 Q3	$254K	Buy	+1,929	New	+$240K	0.14%	140

Other funds holding FTC

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Private Client Services's FTC Position: Q3 2026 in Review

Private Client Services sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2026, closing a stake of 1,100 shares — an estimated $213K sold.

Private Client Services first reported a position in FTC in Q3 2024 and held it in 3 quarters. The position peaked at $267K in Q4 2024. 16 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

Private Client Services reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
Private Client Services sold 1,100 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $213K.
Private Client Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2024 and held it in 3 quarters.
Private Client Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $267K in Q4 2024.
16 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.