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
Q3 		$679K Buy
3,780
+31
+0.8% +$5.56K ﹤0.01% 2520
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

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.83% in Q3 2026, buying an estimated $5.56K and bringing the position to 3,780 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Wealth Enhancement Advisory Services first reported a position in FTC in Q3 2023 and has held it in 13 quarters since. The position peaked at $691K in Q2 2026. 18 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,780 shares of First Trust Large Cap Growth AlphaDEX Fund worth $679K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 31 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $5.56K.
  • First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2520 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 13 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $691K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.