Sound Income Strategies’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Sound Income 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	$439K	Sell	2,445 -325	-12%	-$58.3K	0.02%	311
2026 Q2	$537K	Sell	2,770 -6	-0.2%	-$1.06K	0.02%	283
2026 Q1	$434K	Hold	2,776	–	–	0.02%	275
2025 Q4	$460K	Buy	+2,776	New	+$444K	0.02%	265
2025 Q3	–	Hold	0	–	–	–	1696
2024 Q2	–	Sell	-19	Closed	-$2.34K	–	1422
2024 Q1	$2.34K	Buy	+19	New	+$2.21K	﹤0.01%	1031
2023 Q3	–	Sell	-64	Closed	-$6.5K	–	1186
2023 Q2	$6.5K	Buy	+64	New	+$6.05K	﹤0.01%	683

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SAM

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

Sound Income Strategies's FTC Position: Q3 2026 in Review

Sound Income Strategies reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 12% in Q3 2026, selling an estimated $58.3K and leaving 2,445 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #311.

Sound Income Strategies first reported a position in FTC in Q2 2023 and has held it in 6 quarters since. The position peaked at $537K in Q2 2026. 20 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

Sound Income Strategies held 2,445 shares of First Trust Large Cap Growth AlphaDEX Fund worth $439K as of Q3 2026.
Sound Income Strategies sold 325 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $58.3K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Sound Income Strategies's portfolio in Q3 2026, its #311 holding.
Sound Income Strategies first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and has held it in 6 quarters since.
Sound Income Strategies's First Trust Large Cap Growth AlphaDEX Fund position peaked at $537K in Q2 2026.
20 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.