Burnham & Co LLC’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Burnham & Co LLC’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	$19.4K	Buy	+100	New	+$17.7K	0.02%	155

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Burnham & Co LLC's FTC Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 100 shares worth $19.4K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings.

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

Burnham & Co LLC held 100 shares of First Trust Large Cap Growth AlphaDEX Fund worth $19.4K as of Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Burnham & Co LLC position in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Burnham & Co LLC's portfolio in Q2 2026, its #155 holding.
195 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.