ABLE Financial Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

ABLE Financial Group’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 Q2	$209K	Buy	+1,079	New	+$191K	0.04%	215
2025 Q1	–	Sell	-1,542	Closed	-$213K	–	203
2024 Q4	$213K	Sell	1,542 -1,618	-51%	-$226K	0.06%	186
2024 Q3	$415K	Sell	3,160 -236	-7%	-$29.3K	0.13%	117
2024 Q2	$416K	Sell	3,396 -284	-8%	-$34.1K	0.15%	106
2024 Q1	$454K	Sell	3,680 -1,108	-23%	-$129K	0.18%	95
2023 Q4	$525K	Sell	4,788 -571	-11%	-$57.7K	0.23%	78
2023 Q3	$519K	Sell	5,359 -30	-0.6%	-$3.02K	0.26%	72
2023 Q2	$546K	Buy	5,389 +468	+10%	+$44.2K	0.28%	64
2023 Q1	$458K	Buy	+4,921	New	+$458K	0.3%	72

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

ABLE Financial Group's FTC Position: Q2 2026 in Review

ABLE Financial Group opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 1,079 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #215 among its holdings. This is a return to the name: ABLE Financial Group previously reported a position in FTC as recently as Q4 2024.

ABLE Financial Group first reported a position in FTC in Q1 2023 and has held it in 9 quarters since. The position peaked at $546K in Q2 2023. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

ABLE Financial Group held 1,079 shares of First Trust Large Cap Growth AlphaDEX Fund worth $209K as of Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new ABLE Financial Group position in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.04% of ABLE Financial Group's portfolio in Q2 2026, its #215 holding.
ABLE Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2023 and has held it in 9 quarters since.
ABLE Financial Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $546K in Q2 2023.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.