Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Wealth Enhancement Advisory Services’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 		$691K Sell
3,749
-200
-5% -$35.3K ﹤0.01% 2385
2026
Q1 		$618K Sell
3,949
-129
-3% -$20.8K ﹤0.01% 2156
2025
Q4 		$678K Buy
4,078
+976
+31% +$156K ﹤0.01% 2242
2025
Q3 		$498K Sell
3,102
-42
-1% -$6.55K ﹤0.01% 2378
2025
Q2 		$477K Buy
3,144
+619
+25% +$85.2K ﹤0.01% 2261
2025
Q1 		$332K Sell
2,525
-639
-20% -$89.6K ﹤0.01% 2366
2024
Q4 		$437K Buy
3,164
+498
+19% +$69.5K ﹤0.01% 2088
2024
Q3 		$350K Sell
2,666
-17
-0.6% -$2.11K ﹤0.01% 2069
2024
Q2 		$329K Buy
2,683
+74
+3% +$8.9K ﹤0.01% 1918
2024
Q1 		$322K Buy
2,609
+351
+16% +$40.8K ﹤0.01% 1875
2023
Q4 		$247K Sell
2,258
-97
-4% -$9.8K ﹤0.01% 1960
2023
Q3 		$228K Buy
+2,355
New +$237K ﹤0.01% 1923

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 5.1% in Q2 2026, selling an estimated $35.3K and leaving 3,749 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Wealth Enhancement Advisory Services first reported a position in FTC in Q3 2023 and has held it in 12 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,749 shares of First Trust Large Cap Growth AlphaDEX Fund worth $691K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 200 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $35.3K.
  • First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2385 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.