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

Allworth Financial’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 Q1	$1.45M	Buy	9,423 +40	+0.4%	+$6.45K	0.01%	607
2025 Q4	$1.5M	Buy	9,383 +1	+0%	+$160	0.01%	581
2025 Q3	$1.51M	Buy	9,382 +84	+0.9%	+$13.1K	0.01%	561
2025 Q2	$1.4M	Buy	9,298 +4	+0%	+$550	0.01%	556
2025 Q1	$1.22M	Buy	9,294 +2	+0%	+$280	0.01%	489
2024 Q4	$1.35M	Buy	9,292 +13	+0.1%	+$1.81K	0.01%	470
2024 Q3	$1.22M	Buy	9,279 +5	+0.1%	+$622	0.01%	407
2024 Q2	$1.14M	Buy	9,274 +2	+0%	+$240	0.01%	407
2024 Q1	$1.14M	Buy	9,272 +852	+10%	+$99K	0.01%	394
2023 Q4	$923K	Sell	8,420 -379	-4%	-$38.3K	0.01%	421
2023 Q3	$851K	Sell	8,799 -302	-3%	-$30.4K	0.01%	397
2023 Q2	$922K	Sell	9,101 -333	-4%	-$31.5K	0.01%	395
2023 Q1	$878K	Sell	9,434 -280	-3%	-$26K	0.01%	372
2022 Q4	$888K	Sell	9,714 -46	-0.5%	-$4.26K	0.01%	365
2022 Q3	$835K	Buy	9,760 +14	+0.1%	+$1.31K	0.01%	349
2022 Q2	$859K	Buy	9,746 +8	+0.1%	+$766	0.01%	331
2022 Q1	$1.04M	Hold	9,738	–	–	0.01%	299
2021 Q4	$1.17M	Buy	9,738 +9,424	+3,001%	+$1.12M	0.02%	265
2021 Q3	$35K	Sell	314 -131	-29%	-$14.9K	﹤0.01%	871
2021 Q2	$49K	Hold	445	–	–	﹤0.01%	624
2021 Q1	$43K	Hold	445	–	–	﹤0.01%	602
2020 Q4	$43K	Hold	445	–	–	﹤0.01%	507
2020 Q3	$37K	Hold	445	–	–	﹤0.01%	462
2020 Q2	$34K	Hold	445	–	–	﹤0.01%	478
2020 Q1	$27K	Buy	445 +2	+0.5%	+$141	﹤0.01%	507
2019 Q4	$32K	Buy	+443	New	+$31.4K	﹤0.01%	440
2018 Q2	–	Sell	-175	Closed	-$11K	–	969
2018 Q1	$11K	Buy	+175	New	+$11.3K	﹤0.01%	472

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Allworth Financial's FTC Position: Q1 2026 in Review

Allworth Financial increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.43% in Q1 2026, buying an estimated $6.45K and bringing the position to 9,423 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #607.

Allworth Financial first reported a position in FTC in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.51M in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Allworth Financial held 9,423 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.45M as of Q1 2026.
Allworth Financial bought 40 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $6.45K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #607 holding.
Allworth Financial first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2018 and has held it in 27 quarters since.
Allworth Financial's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.51M in Q3 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.