Proactive Wealth Strategies’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Proactive Wealth Strategies’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	$3.69M	Buy	20,827 +146	+0.7%	+$26.2K	0.57%	50
2026 Q2	$4.01M	Sell	20,681 -95	-0.5%	-$16.8K	0.64%	45
2026 Q1	$3.2M	Buy	20,776 +10,272	+98%	+$1.66M	0.6%	48
2025 Q4	$1.68M	Buy	10,504 +287	+3%	+$45.9K	0.67%	48
2025 Q3	$1.64M	Buy	10,217 +119	+1%	+$18.6K	0.71%	47
2025 Q2	$1.52M	Sell	10,098 -33	-0.3%	-$4.54K	0.72%	48
2025 Q1	$1.33M	Sell	10,131 -250	-2%	-$35K	0.71%	47
2024 Q4	$1.44M	Sell	10,381 -129	-1%	-$18K	0.75%	44
2024 Q3	$1.38M	Buy	+10,510	New	+$1.31M	0.77%	42

Other funds holding FTC

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Proactive Wealth Strategies's FTC Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.71% in Q3 2026, buying an estimated $26.2K and bringing the position to 20,827 shares worth $3.69M. The position accounts for 0.57% of the portfolio, ranked #50.

Proactive Wealth Strategies first reported a position in FTC in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.01M in Q2 2026. 184 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

Proactive Wealth Strategies held 20,827 shares of First Trust Large Cap Growth AlphaDEX Fund worth $3.69M as of Q3 2026.
Proactive Wealth Strategies bought 146 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $26.2K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.57% of Proactive Wealth Strategies's portfolio in Q3 2026, its #50 holding.
Proactive Wealth Strategies first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Large Cap Growth AlphaDEX Fund position peaked at $4.01M in Q2 2026.
184 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.