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Wealthspire Advisors (New York)’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-50
Closed -$8.03K – 1720
2025
Q3 		$8.03K Buy
+50
New +$7.8K ﹤0.01% 2129

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s FTC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2025, closing a stake of 50 shares — an estimated $8.03K sold.

Wealthspire Advisors (New York) first reported a position in FTC in Q3 2025 and held it in 1 quarter. The position peaked at $8.03K in Q3 2025. 202 funds tracked by Wall St. Rank hold FTC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 50 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2025, an estimated $8.03K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Large Cap Growth AlphaDEX Fund position peaked at $8.03K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.