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 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

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 $71.6B AUM 21.08% 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

Sound Income Strategies's FTC Position: Q1 2026 in Review

Sound Income Strategies held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q1 2026 at 2,776 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #275.

Sound Income Strategies first reported a position in FTC in Q2 2023 and has held it in 4 quarters since. The position peaked at $460K in Q4 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Sound Income Strategies held 2,776 shares of First Trust Large Cap Growth AlphaDEX Fund worth $434K as of Q1 2026.
Sound Income Strategies left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Sound Income Strategies's portfolio in Q1 2026, its #275 holding.
Sound Income Strategies first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and has held it in 4 quarters since.
Sound Income Strategies's First Trust Large Cap Growth AlphaDEX Fund position peaked at $460K in Q4 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.