Win Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Win Advisors’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	$1.83M	Sell	9,423 -15,936	-63%	-$2.82M	0.65%	40
2026 Q1	$3.91M	Sell	25,359 -65,497	-72%	-$10.6M	1.79%	15
2025 Q4	$14.5M	Buy	+90,856	New	+$14.5M	6.17%	4
2025 Q1	–	Sell	-75,914	Closed	-$10.5M	–	64
2024 Q4	$10.5M	Sell	75,914 -14,863	-16%	-$2.08M	5.08%	6
2024 Q3	$11.9M	Buy	+90,777	New	+$11.3M	5.6%	3
2024 Q2	–	Sell	-103,315	Closed	-$12.7M	–	58
2024 Q1	$12.7M	Buy	+103,315	New	+$12M	5.61%	6
2022 Q4	–	Sell	-1	Closed	–	–	144
2022 Q3	$0	Hold	1	–	–	﹤0.01%	135
2022 Q2	$0	Hold	1	–	–	﹤0.01%	175
2022 Q1	$0	Buy	+1	New	+$106	﹤0.01%	203

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

Win Advisors's FTC Position: Q2 2026 in Review

Win Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 63% in Q2 2026, selling an estimated $2.82M and leaving 9,423 shares worth $1.83M. The position accounts for 0.65% of the portfolio, ranked #40.

Win Advisors first reported a position in FTC in Q1 2022 and has held it in 9 quarters since. The position peaked at $14.5M in Q4 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Win Advisors held 9,423 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.83M as of Q2 2026.
Win Advisors sold 15,936 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $2.82M.
First Trust Large Cap Growth AlphaDEX Fund made up 0.65% of Win Advisors's portfolio in Q2 2026, its #40 holding.
Win Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 9 quarters since.
Win Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $14.5M in Q4 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.