Spire Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Spire Wealth Management’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	$66.8K	Hold	345	–	–	﹤0.01%	1091
2026 Q1	$53.1K	Hold	345	–	–	﹤0.01%	1154
2025 Q4	$55.1K	Hold	345	–	–	﹤0.01%	1148
2025 Q3	$55.4K	Sell	345 -9	-3%	-$1.4K	﹤0.01%	1198
2025 Q2	$53.4K	Sell	354 -1,300	-79%	-$179K	﹤0.01%	1173
2025 Q1	$217K	Sell	1,654 -300	-15%	-$42.1K	0.01%	801
2024 Q4	$270K	Hold	1,954	–	–	0.01%	735
2024 Q3	$257K	Hold	1,954	–	–	0.01%	674
2024 Q2	$239K	Hold	1,954	–	–	0.01%	672
2024 Q1	$241K	Sell	1,954 -36	-2%	-$4.18K	﹤0.01%	726
2023 Q4	$221K	Sell	1,990 -2,075	-51%	-$210K	0.01%	729
2023 Q3	$393K	Sell	4,065 -19	-0.5%	-$1.91K	0.02%	529
2023 Q2	$414K	Sell	4,084 -20	-0.5%	-$1.89K	0.02%	539
2023 Q1	$382K	Buy	4,104 +380	+10%	+$35.3K	0.01%	557
2022 Q4	$340K	Buy	3,724 +1,779	+91%	+$165K	0.02%	434
2022 Q3	$166K	Sell	1,945 -13,531	-87%	-$1.27M	0.01%	578
2022 Q2	$1.36M	Sell	15,476 -2,746	-15%	-$263K	0.06%	270
2022 Q1	$1.94M	Buy	18,222 +9,482	+108%	+$1M	0.05%	283
2021 Q4	$1.05M	Sell	8,740 -3,705	-30%	-$439K	0.02%	454
2021 Q3	$1.38M	Buy	12,445 +5,196	+72%	+$592K	0.04%	342
2021 Q2	$796K	Buy	7,249 +2,110	+41%	+$218K	0.02%	484
2021 Q1	$502K	Buy	+5,139	New	+$509K	0.01%	664

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

Spire Wealth Management's FTC Position: Q2 2026 in Review

Spire Wealth Management held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 345 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Spire Wealth Management first reported a position in FTC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.94M in Q1 2022. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Spire Wealth Management held 345 shares of First Trust Large Cap Growth AlphaDEX Fund worth $66.8K as of Q2 2026.
Spire Wealth Management left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1091 holding.
Spire Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.94M in Q1 2022.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.