FTC — FIRST TRUST LRGCP GWT ALPHAD

Ownership history in Private Advisory Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Private Advisory Group LLC reported a position in FIRST TRUST LRGCP GWT ALPHAD (FTC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.75% (2021 Q3)
Avg. % of fund
0.51%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,242 -25,878 -83.2% 0.07% $842K $160.63
2021 Q4 ADDED 31,120 +3,508 +12.7% 0.71% $3.7M $117.66
2021 Q3 INITIATED 27,612 — — 0.75% $3.1M $108.70
% of Fund (quarterly)    FTC price (monthly, adj. close)

Other funds also holding FTC

As of 2025 Q4 — sorted by position size

WIN ADVISORS, INC 3Y 6.17% HFG Advisors, Inc. 3Y 2.31% Boyce & Associates Wealth Consulting, Inc. 3Y 1.62% Horizon Family Wealth, Inc. 3Y 0.87% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.78% Proactive Wealth Strategies LLC 0.67% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 0.61% RPS ADVISORY SOLUTIONS LLC 0.56% Empirical Asset Management, LLC 3Y 0.56% CX Institutional 3Y 7Y 0.51%
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