Spectrum Wealth Advisory Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Spectrum Wealth Advisory Group’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	$192K	Buy	+990	New	+$175K	0.05%	76
2020 Q4	–	Sell	-2,526	Closed	-$212K	–	39
2020 Q3	$212K	Buy	+2,526	New	+$207K	0.14%	42

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Spectrum Wealth Advisory Group's FTC Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 990 shares worth $192K. The stake represents 0.05% of the portfolio and ranks #76 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in FTC as recently as Q3 2020.

Spectrum Wealth Advisory Group first reported a position in FTC in Q3 2020 and has held it in 2 quarters since. The position peaked at $212K in Q3 2020. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Spectrum Wealth Advisory Group held 990 shares of First Trust Large Cap Growth AlphaDEX Fund worth $192K as of Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Spectrum Wealth Advisory Group position in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.05% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #76 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and has held it in 2 quarters since.
Spectrum Wealth Advisory Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $212K in Q3 2020.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.