U.S. Capital Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

U.S. Capital Wealth 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	$6.92M	Buy	44,872 +2,512	+6%	+$405K	0.17%	143
2025 Q4	$6.77M	Buy	42,360 +885	+2%	+$142K	0.18%	143
2025 Q3	$6.66M	Buy	41,475 +94	+0.2%	+$14.7K	0.18%	138
2025 Q2	$6.25M	Buy	41,381 +211	+0.5%	+$29K	0.18%	138
2025 Q1	$5.41M	Sell	41,170 -46,177	-53%	-$6.47M	0.17%	150
2024 Q4	$12.1M	Sell	87,347 -455	-0.5%	-$63.5K	0.37%	55
2024 Q3	$11.5M	Buy	87,802 +988	+1%	+$123K	0.41%	58
2024 Q2	$10.6M	Buy	86,814 +8,776	+11%	+$1.06M	0.4%	58
2024 Q1	$9.62M	Sell	78,038 -738	-0.9%	-$85.7K	0.37%	58
2023 Q4	$8.63M	Buy	78,776 +143	+0.2%	+$14.5K	0.34%	67
2023 Q3	$7.61M	Buy	78,633 +1,254	+2%	+$126K	0.34%	62
2023 Q2	$7.84M	Buy	77,379 +1,533	+2%	+$145K	0.37%	63
2023 Q1	$7.06M	Buy	75,846 +1,857	+3%	+$173K	0.33%	72
2022 Q4	$6.76M	Hold	73,989	–	–	0.31%	66
2022 Q3	$6.33M	Buy	73,989 +2,038	+3%	+$191K	0.32%	70
2022 Q2	$6.34M	Buy	71,951 +68,738	+2,139%	+$6.59M	0.28%	77
2022 Q1	$343K	Sell	3,213 -290	-8%	-$30.6K	0.01%	577
2021 Q4	$421K	Sell	3,503 -57	-2%	-$6.75K	0.02%	544
2021 Q3	$395K	Buy	+3,560	New	+$406K	0.02%	550

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

U.S. Capital Wealth Advisors's FTC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 5.9% in Q1 2026, buying an estimated $405K and bringing the position to 44,872 shares worth $6.92M. The position accounts for 0.17% of the portfolio, ranked #143.

U.S. Capital Wealth Advisors first reported a position in FTC in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.1M in Q4 2024. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

U.S. Capital Wealth Advisors held 44,872 shares of First Trust Large Cap Growth AlphaDEX Fund worth $6.92M as of Q1 2026.
U.S. Capital Wealth Advisors bought 2,512 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $405K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.17% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #143 holding.
U.S. Capital Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $12.1M in Q4 2024.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.