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 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	0.33%	59
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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Western Wealth Management's FTC Position: Q1 2026 in Review

Western Wealth Management reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 4.4% in Q1 2026, selling an estimated $133K and leaving 17,950 shares worth $2.77M. The position accounts for 0.11% of the portfolio, ranked #215.

Western Wealth Management first reported a position in FTC in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.46M in Q1 2024. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Western Wealth Management held 17,950 shares of First Trust Large Cap Growth AlphaDEX Fund worth $2.77M as of Q1 2026.
Western Wealth Management sold 822 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $133K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.11% of Western Wealth Management's portfolio in Q1 2026, its #215 holding.
Western Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 25 quarters since.
Western Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $5.46M in Q1 2024.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.