WealthBridge Capital Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

WealthBridge Capital Management’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	$428K	Hold	2,209	–	–	0.09%	160
2026 Q1	$341K	Hold	2,209	–	–	0.08%	164
2025 Q4	$353K	Hold	2,209	–	–	0.08%	151
2025 Q3	$355K	Hold	2,209	–	–	0.08%	154
2025 Q2	$333K	Hold	2,209	–	–	0.08%	157
2025 Q1	$290K	Hold	2,209	–	–	0.08%	162
2024 Q4	$305K	Hold	2,209	–	–	0.08%	148
2024 Q3	$290K	Hold	2,209	–	–	0.08%	162
2024 Q2	$271K	Hold	2,209	–	–	0.09%	147
2024 Q1	$272K	Hold	2,209	–	–	0.09%	141
2023 Q4	$242K	Hold	2,209	–	–	0.09%	150
2023 Q3	$214K	Hold	2,209	–	–	0.09%	164
2023 Q2	$224K	Hold	2,209	–	–	0.09%	166
2023 Q1	$206K	Hold	2,209	–	–	0.08%	180
2022 Q4	$202K	Buy	+2,209	New	+$205K	0.08%	186
2022 Q2	–	Sell	-2,209	Closed	-$236K	–	206
2022 Q1	$236K	Sell	2,209 -100	-4%	-$10.6K	0.09%	165
2021 Q4	$278K	Hold	2,309	–	–	0.1%	139
2021 Q3	$257K	Hold	2,309	–	–	0.1%	141
2021 Q2	$253K	Hold	2,309	–	–	0.09%	142
2021 Q1	$225K	Hold	2,309	–	–	0.09%	143
2020 Q4	$223K	Buy	+2,309	New	+$208K	0.1%	131
2020 Q1	–	Sell	-3,073	Closed	-$224K	–	124
2019 Q4	$224K	Hold	3,073	–	–	0.15%	109
2019 Q3	$215K	Buy	+3,073	New	+$218K	0.15%	105
2019 Q2	–	Sell	-3,073	Closed	-$208K	–	372
2019 Q1	$208K	Sell	3,073 -300	-9%	-$19K	0.13%	106
2018 Q4	$193K	Buy	+3,373	New	+$210K	0.15%	103

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

WealthBridge Capital Management's FTC Position: Q2 2026 in Review

WealthBridge Capital Management held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 2,209 shares worth $428K. The position accounts for 0.09% of the portfolio, ranked #160.

WealthBridge Capital Management first reported a position in FTC in Q4 2018 and has held it in 25 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

WealthBridge Capital Management held 2,209 shares of First Trust Large Cap Growth AlphaDEX Fund worth $428K as of Q2 2026.
WealthBridge Capital Management left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.09% of WealthBridge Capital Management's portfolio in Q2 2026, its #160 holding.
WealthBridge Capital Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2018 and has held it in 25 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.