WIN Advisors Trims Growth Exposure via Major FTC Position Reduction

WIN Advisors, Inc. has offloaded a substantial portion of its stake in the First Trust Large Cap Growth AlphaDEX Fund (FTC) during the first quarter of 2026. According to recent SEC filings, the firm sold 65,497 shares, a transaction valued at approximately $10.6 million based on quarterly average pricing. This reduction appears to be part of a wider trend within the firm's portfolio management. Data from Q4 2025 and Q1 2026 13F filings indicate that WIN Advisors has been exiting several large-cap growth-oriented funds, suggesting a systemic shift in asset allocation rather than a specific critique of the FTC fund's performance. The sale significantly altered the fund's weight in WIN's portfolio, reducing it from nearly 7% to just 1.8% of assets under management. Despite the heavy trimming, the firm has not fully exited the position, retaining 25,359 shares currently valued at $3.9 million. The move follows a strong period for the FTC fund, which has climbed roughly 29% over the last year. Year-to-date, the fund has risen 7.3%, outperforming its large-growth benchmark by more than 15%. For the broader market, the move reflects standard portfolio rebalancing to lock in gains after a significant rally. While the fund's rules-based approach continues to show strength, WIN's pivot suggests a more cautious stance on growth equities for the current cycle.