Three Seasons Wealth’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Three Seasons Wealth’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	$1.11M	Sell	7,197 -458	-6%	-$73.9K	0.42%	58
2025 Q4	$1.22M	Sell	7,655 -161	-2%	-$25.8K	0.12%	46
2025 Q3	$1.26M	Hold	7,816	–	–	0.12%	41
2025 Q2	$1.18M	Sell	7,816 -54	-0.7%	-$7.43K	0.14%	27
2025 Q1	$1.03M	Sell	7,870 -35	-0.4%	-$4.91K	0.51%	32
2024 Q4	$1.09M	Sell	7,905 -8	-0.1%	-$1.12K	0.53%	44
2024 Q3	$1.04M	Sell	7,913 -2,200	-22%	-$273K	0.55%	44
2024 Q2	$1.24M	Hold	10,113	–	–	0.69%	39
2024 Q1	$1.23M	Hold	10,113	–	–	0.86%	38
2023 Q4	$1.11M	Sell	10,113 -265	-3%	-$26.8K	0.97%	34
2023 Q3	$1M	Buy	+10,378	New	+$1.04M	0.99%	23

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

Three Seasons Wealth's FTC Position: Q1 2026 in Review

Three Seasons Wealth reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 6% in Q1 2026, selling an estimated $73.9K and leaving 7,197 shares worth $1.11M. The position accounts for 0.42% of the portfolio, ranked #58.

Three Seasons Wealth first reported a position in FTC in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Three Seasons Wealth held 7,197 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.11M as of Q1 2026.
Three Seasons Wealth sold 458 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $73.9K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.42% of Three Seasons Wealth's portfolio in Q1 2026, its #58 holding.
Three Seasons Wealth first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
Three Seasons Wealth's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.26M in Q3 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.