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

TCFG 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 Q1	$299K	Sell	1,941 -7	-0.4%	-$1.13K	0.11%	192
2025 Q4	$311K	Sell	1,948 -23	-1%	-$3.68K	0.12%	188
2025 Q3	$317K	Sell	1,971 -92	-4%	-$14.4K	0.12%	193
2025 Q2	$312K	Hold	2,063	–	–	0.14%	189
2025 Q1	$271K	Hold	2,063	–	–	0.14%	182
2024 Q4	$285K	Hold	2,063	–	–	0.14%	173
2024 Q3	$271K	Buy	+2,063	New	+$256K	0.14%	169

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

TCFG Wealth Management's FTC Position: Q1 2026 in Review

TCFG Wealth Management reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.36% in Q1 2026, selling an estimated $1.13K and leaving 1,941 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #192.

TCFG Wealth Management first reported a position in FTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $317K in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

TCFG Wealth Management held 1,941 shares of First Trust Large Cap Growth AlphaDEX Fund worth $299K as of Q1 2026.
TCFG Wealth Management sold 7 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $1.13K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.11% of TCFG Wealth Management's portfolio in Q1 2026, its #192 holding.
TCFG Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $317K in Q3 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.