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 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Proactive Wealth Strategies's FTC Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.46% in Q2 2026, selling an estimated $16.8K and leaving 20,681 shares worth $4.01M. The position accounts for 0.64% of the portfolio, ranked #45.

Proactive Wealth Strategies first reported a position in FTC in Q3 2024 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Proactive Wealth Strategies held 20,681 shares of First Trust Large Cap Growth AlphaDEX Fund worth $4.01M as of Q2 2026.
Proactive Wealth Strategies sold 95 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $16.8K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.64% of Proactive Wealth Strategies's portfolio in Q2 2026, its #45 holding.
Proactive Wealth Strategies first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
139 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.