TKG Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

TKG Advisors’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	–	Sell	-1,776	Closed	-$284K	–	93
2025 Q4	$284K	Sell	1,776 -89	-5%	-$14.2K	0.11%	80
2025 Q3	$300K	Buy	1,865 +4	+0.2%	+$624	0.13%	77
2025 Q2	$281K	Buy	1,861 +32	+2%	+$4.4K	0.13%	80
2025 Q1	$240K	Buy	1,829 +16	+0.9%	+$2.24K	0.12%	84
2024 Q4	$266K	Buy	+1,813	New	+$253K	0.12%	83
2022 Q2	–	Sell	-4,901	Closed	-$523K	–	74
2022 Q1	$523K	Sell	4,901 -402	-8%	-$42.4K	0.42%	59
2021 Q4	$638K	Buy	+5,303	New	+$628K	0.5%	60

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

TKG Advisors's FTC Position: Q1 2026 in Review

TKG Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 1,776 shares — an estimated $284K sold.

TKG Advisors first reported a position in FTC in Q4 2021 and held it in 7 quarters. The position peaked at $638K in Q4 2021. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

TKG Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
TKG Advisors sold 1,776 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $284K.
TKG Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and held it in 7 quarters.
TKG Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $638K in Q4 2021.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.