AE Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

AE Wealth Management’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	$1.29M	Buy	6,647 +1,078	+19%	+$191K	0.01%	813
2026 Q1	$858K	Buy	5,569 +1,232	+28%	+$199K	﹤0.01%	883
2025 Q4	$693K	Buy	4,337 +1,121	+35%	+$179K	﹤0.01%	923
2025 Q3	$517K	Buy	3,216 +1,146	+55%	+$179K	﹤0.01%	964
2025 Q2	$313K	Sell	2,070 -304	-13%	-$41.8K	﹤0.01%	1106
2025 Q1	$312K	Sell	2,374 -310	-12%	-$43.5K	﹤0.01%	1070
2024 Q4	$371K	Sell	2,684 -12	-0.4%	-$1.68K	﹤0.01%	1012
2024 Q3	$354K	Sell	2,696 -18,714	-87%	-$2.33M	﹤0.01%	976
2024 Q2	$2.62M	Buy	21,410 +2,150	+11%	+$259K	0.03%	459
2024 Q1	$2.37M	Sell	19,260 -5,646	-23%	-$656K	0.03%	458
2023 Q4	$2.78M	Sell	24,906 -9	-0%	-$909	0.01%	791
2023 Q3	$2.41M	Sell	24,915 -3,064	-11%	-$308K	0.01%	787
2023 Q2	$2.83M	Buy	27,979 +2,962	+12%	+$280K	0.02%	724
2023 Q1	$2.33M	Buy	25,017 +3,606	+17%	+$335K	0.02%	745
2022 Q4	$1.96M	Buy	21,411 +2,622	+14%	+$243K	0.01%	761
2022 Q3	$1.61M	Buy	18,789 +2,832	+18%	+$265K	0.01%	772
2022 Q2	$1.41M	Buy	15,957 +4,271	+37%	+$409K	0.01%	780
2022 Q1	$1.25M	Buy	11,686 +2,603	+29%	+$275K	0.01%	850
2021 Q4	$1.09M	Buy	9,083 +2,446	+37%	+$290K	0.01%	902
2021 Q3	$737K	Sell	6,637 -58,260	-90%	-$6.64M	0.01%	979
2021 Q2	$7.12M	Sell	64,897 -9,290	-13%	-$959K	0.06%	285
2021 Q1	$7.25M	Buy	74,187 +65,102	+717%	+$6.45M	0.07%	262
2020 Q4	$878K	Sell	9,085 -2,161	-19%	-$195K	0.01%	750
2020 Q3	$944K	Sell	11,246 -110,243	-91%	-$9.05M	0.01%	652
2020 Q2	$9.31M	Buy	121,489 +113,269	+1,378%	+$7.95M	0.14%	151
2020 Q1	$492K	Sell	8,220 -2,021	-20%	-$142K	0.01%	684
2019 Q4	$747K	Buy	10,241 +3,777	+58%	+$267K	0.02%	602
2019 Q3	$452K	Buy	6,464 +2,748	+74%	+$195K	0.01%	648
2019 Q2	$261K	Buy	+3,716	New	+$253K	0.01%	803

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

AE Wealth Management's FTC Position: Q2 2026 in Review

AE Wealth Management increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 19% in Q2 2026, buying an estimated $191K and bringing the position to 6,647 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #813.

AE Wealth Management first reported a position in FTC in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.31M in Q2 2020. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

AE Wealth Management held 6,647 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.29M as of Q2 2026.
AE Wealth Management bought 1,078 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $191K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #813 holding.
AE Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2019 and has held it in 29 quarters since.
AE Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $9.31M in Q2 2020.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.