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Western Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Western Wealth 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 		$3.39M Sell
17,471
-479
-3% -$84.7K 0.11% 189
2026
Q1 		$2.77M Sell
17,950
-822
-4% -$133K 0.11% 215
2025
Q4 		$3M Sell
18,772
-1,257
-6% -$201K 0.14% 151
2025
Q3 		$3.22M Sell
20,029
-1,434
-7% -$224K 0.17% 112
2025
Q2 		$3.24M Sell
21,463
-2,176
-9% -$299K 0.19% 102
2025
Q1 		$3.11M Sell
23,639
-12,862
-35% -$1.8M 0.21% 101
2024
Q4 		$5.05M Sell
36,501
-2,359
-6% -$329K 0.27% 72
2024
Q3 		$5.11M Sell
38,860
-276
-0.7% -$34.3K 0.29% 69
2024
Q2 		$4.8M Sell
39,136
-5,167
-12% -$621K 0.36% 53
2024
Q1 		$5.46M Buy
44,303
+10,333
+30% +$1.2M 0.42% 48
2023
Q4 		$3.72M Buy
33,970
+17,715
+109% +$1.79M 0.27% 80
2023
Q3 		$1.57M Buy
16,255
+3,199
+25% +$322K 0.13% 162
2023
Q2 		$1.32M Buy
13,056
+972
+8% +$91.9K 0.11% 185
2023
Q1 		$1.12M Buy
12,084
+2,506
+26% +$233K 0.1% 210
2022
Q4 		$876K Sell
9,578
-9,055
-49% -$839K 0.09% 244
2022
Q3 		$1.59M Buy
18,633
+2,677
+17% +$251K 0.09% 218
2022
Q2 		$1.41M Sell
15,956
-608
-4% -$58.2K 0.08% 241
2022
Q1 		$1.77M Buy
16,564
+8,208
+98% +$866K 0.09% 219
2021
Q4 		$1M Buy
+8,356
New +$989K 0.1% 196
2021
Q2 		$1.15M Sell
10,515
-4,962
-32% -$512K 0.12% 188
2021
Q1 		$1.51M Sell
15,477
-1,066
-6% -$106K 0.2% 117
2020
Q4 		$1.6M Buy
16,543
+340
+2% +$30.7K 0.23% 104
2020
Q3 		$1.36M Sell
16,203
-46
-0.3% -$3.78K 0.22% 105
2020
Q2 		$1.25M Sell
16,249
-11
-0.1% -$772 0.23% 109
2020
Q1 		$977K Buy
16,260
+17
+0.1% +$1.2K 0.22% 106
2019
Q4 		$1.18M Buy
+16,243
New +$1.15M 0.18% 126

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

Western Wealth Management's FTC Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2.7% in Q2 2026, selling an estimated $84.7K and leaving 17,471 shares worth $3.39M. The position accounts for 0.11% of the portfolio, ranked #189.

Western Wealth Management first reported a position in FTC in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.46M in Q1 2024. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Western Wealth Management held 17,471 shares of First Trust Large Cap Growth AlphaDEX Fund worth $3.39M as of Q2 2026.
  • Western Wealth Management sold 479 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $84.7K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Western Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 26 quarters since.
  • Western Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $5.46M in Q1 2024.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.