FTC — FIRST TRUST LRGCP GWT ALPHAD

Ownership history in WIN ADVISORS, INC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC 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
6.17% (2025 Q4)
Avg. % of fund
5.61%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 90,856 +14,942 +19.7% 6.17% $14.5M $159.88
2024 Q4 REDUCED 75,914 -14,863 -16.4% 5.08% $10.5M $137.96
2024 Q3 REDUCED 90,777 -12,538 -12.1% 5.60% $11.9M $130.91
2024 Q1 INITIATED 103,315 — — 5.61% $12.7M —
% of Fund (quarterly)    FTC price (monthly, adj. close)

Other funds also holding FTC

As of 2025 Q4 — sorted by position size

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% MPWM ADVISORY SOLUTIONS, LLC 0.46%
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