FTC — FIRST TRUST LRGCP GWT ALPHAD

Ownership history in RPS ADVISORY SOLUTIONS LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which RPS ADVISORY SOLUTIONS 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
2.32% (2025 Q3)
Avg. % of fund
1.59%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,429 -22,064 -74.8% 0.56% $1.2M $159.88
2025 Q3 ADDED 29,493 +1,777 +6.4% 2.32% $4.7M $160.63
2025 Q2 ADDED 27,716 +13,768 +98.7% 2.29% $4.2M $150.82
2024 Q4 INITIATED 13,948 — — 1.20% $1.9M $137.96
% 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% Empirical Asset Management, LLC 3Y 0.56% CX Institutional 3Y 7Y 0.51% MPWM ADVISORY SOLUTIONS, LLC 0.46%
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