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Action Point Financial Planning’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Action Point Financial Planning’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 		$39.3K Buy
+203
New +$35.9K ﹤0.01% 903

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Action Point Financial Planning's FTC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 203 shares worth $39.3K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings.

224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Action Point Financial Planning held 203 shares of First Trust Large Cap Growth AlphaDEX Fund worth $39.3K as of Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #903 holding.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.