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

Pursue 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	–	Sell	-1,488	Closed	-$238K	–	106
2025 Q4	$238K	Hold	1,488	–	–	0.12%	96
2025 Q3	$239K	Sell	1,488 -512	-26%	-$79.9K	0.13%	104
2025 Q2	$302K	Hold	2,000	–	–	0.17%	85
2025 Q1	$263K	Hold	2,000	–	–	0.16%	96
2024 Q4	$277K	Hold	2,000	–	–	0.16%	88
2024 Q3	$263K	Hold	2,000	–	–	0.14%	94
2024 Q2	$245K	Hold	2,000	–	–	0.13%	97
2024 Q1	$247K	Hold	2,000	–	–	0.15%	94
2023 Q4	$219K	Buy	+2,000	New	+$202K	0.14%	81
2023 Q3	–	Sell	-2,000	Closed	-$203K	–	91
2023 Q2	$203K	Buy	+2,000	New	+$189K	0.13%	93

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Pursue Wealth Partners sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 1,488 shares — an estimated $238K sold.

Pursue Wealth Partners first reported a position in FTC in Q2 2023 and held it in 10 quarters. The position peaked at $302K in Q2 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Pursue Wealth Partners reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Pursue Wealth Partners sold 1,488 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $238K.
Pursue Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and held it in 10 quarters.
Pursue Wealth Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $302K in Q2 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.