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

Xcel 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	–	Sell	-2,331	Closed	-$373K	–	138
2025 Q4	$373K	Hold	2,331	–	–	0.09%	119
2025 Q3	$374K	Hold	2,331	–	–	0.1%	113
2025 Q2	$352K	Hold	2,331	–	–	0.1%	107
2025 Q1	$306K	Hold	2,331	–	–	0.1%	112
2024 Q4	$322K	Hold	2,331	–	–	0.09%	108
2024 Q3	$306K	Hold	2,331	–	–	0.09%	106
2024 Q2	$286K	Hold	2,331	–	–	0.09%	107
2024 Q1	$287K	Buy	2,331 +14	+0.6%	+$1.63K	0.09%	104
2023 Q4	$254K	Hold	2,317	–	–	0.09%	100
2023 Q3	$224K	Hold	2,317	–	–	0.09%	98
2023 Q2	$235K	Hold	2,317	–	–	0.07%	117
2023 Q1	$216K	Hold	2,317	–	–	0.08%	121
2022 Q4	$212K	Buy	+2,317	New	+$215K	0.08%	120

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

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

Xcel Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 2,331 shares — an estimated $373K sold.

Xcel Wealth Management first reported a position in FTC in Q4 2022 and held it in 13 quarters. The position peaked at $374K in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Xcel Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Xcel Wealth Management sold 2,331 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $373K.
Xcel Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and held it in 13 quarters.
Xcel Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $374K in Q3 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.