WealthTrust Asset Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

WealthTrust Asset 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	$362K	Sell	1,868 -30	-2%	-$5.3K	0.2%	69
2026 Q1	$293K	Buy	1,898 +521	+38%	+$84K	0.17%	65
2025 Q4	$220K	Hold	1,377	–	–	0.15%	70
2025 Q3	$221K	Hold	1,377	–	–	0.15%	70
2025 Q2	$208K	Sell	1,377 -545	-28%	-$75K	0.16%	70
2025 Q1	$253K	Hold	1,922	–	–	0.19%	72
2024 Q4	$266K	Buy	1,922 +1	+0.1%	+$140	0.19%	72
2024 Q3	$253K	Hold	1,921	–	–	0.19%	76
2024 Q2	$235K	Hold	1,921	–	–	0.17%	78
2024 Q1	$237K	Buy	1,921 +1	+0.1%	+$116	0.18%	74
2023 Q4	$210K	Buy	+1,920	New	+$194K	0.18%	77
2022 Q2	–	Sell	-2,897	Closed	-$309K	–	78
2022 Q1	$309K	Sell	2,897 -382	-12%	-$40.3K	0.22%	59
2021 Q4	$394K	Hold	3,279	–	–	0.26%	48
2021 Q3	$364K	Buy	3,279 +25	+0.8%	+$2.85K	0.32%	45
2021 Q2	$357K	Buy	+3,254	New	+$336K	0.31%	48

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

WealthTrust Asset Management's FTC Position: Q2 2026 in Review

WealthTrust Asset Management reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.6% in Q2 2026, selling an estimated $5.3K and leaving 1,868 shares worth $362K. The position accounts for 0.2% of the portfolio, ranked #69.

WealthTrust Asset Management first reported a position in FTC in Q2 2021 and has held it in 15 quarters since. The position peaked at $394K in Q4 2021. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

WealthTrust Asset Management held 1,868 shares of First Trust Large Cap Growth AlphaDEX Fund worth $362K as of Q2 2026.
WealthTrust Asset Management sold 30 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $5.3K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.2% of WealthTrust Asset Management's portfolio in Q2 2026, its #69 holding.
WealthTrust Asset Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2021 and has held it in 15 quarters since.
WealthTrust Asset Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $394K in Q4 2021.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.