Bank of America
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Bank of America’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Bank of America’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 		$21.5M Sell
139,549
-4,766
-3% -$769K ﹤0.01% 2320
2025
Q4 		$23.1M Sell
144,315
-6,389
-4% -$1.02M ﹤0.01% 2176
2025
Q3 		$24.2M Sell
150,704
-3,373
-2% -$526K ﹤0.01% 2435
2025
Q2 		$23.3M Buy
154,077
+4,127
+3% +$568K ﹤0.01% 2406
2025
Q1 		$19.7M Sell
149,950
-1,656
-1% -$232K ﹤0.01% 2447
2024
Q4 		$21M Sell
151,606
-9,620
-6% -$1.34M ﹤0.01% 2264
2024
Q3 		$21.2M Sell
161,226
-1,954
-1% -$243K ﹤0.01% 2351
2024
Q2 		$20M Buy
163,180
+749
+0.5% +$90.1K ﹤0.01% 2257
2024
Q1 		$20M Sell
162,431
-2,535
-2% -$295K ﹤0.01% 2283
2023
Q4 		$18.1M Sell
164,966
-6,747
-4% -$682K ﹤0.01% 2260
2023
Q3 		$16.6M Buy
171,713
+835
+0.5% +$84K ﹤0.01% 2228
2023
Q2 		$17.3M Sell
170,878
-16,158
-9% -$1.53M ﹤0.01% 2161
2023
Q1 		$17.4M Buy
187,036
+1,099
+0.6% +$102K ﹤0.01% 2258
2022
Q4 		$17M Sell
185,937
-27,704
-13% -$2.57M ﹤0.01% 2148
2022
Q3 		$18.3M Sell
213,641
-19,462
-8% -$1.82M ﹤0.01% 2053
2022
Q2 		$20.5M Sell
233,103
-21,910
-9% -$2.1M ﹤0.01% 2004
2022
Q1 		$27.2M Buy
255,013
+6,831
+3% +$721K ﹤0.01% 1859
2021
Q4 		$29.8M Buy
248,182
+2,147
+0.9% +$254K ﹤0.01% 1845
2021
Q3 		$27.3M Sell
246,035
-10,953
-4% -$1.25M ﹤0.01% 1880
2021
Q2 		$28.2M Buy
256,988
+8,594
+3% +$887K ﹤0.01% 1821
2021
Q1 		$24.3M Sell
248,394
-30,923
-11% -$3.06M ﹤0.01% 1875
2020
Q4 		$27M Sell
279,317
-13,774
-5% -$1.24M ﹤0.01% 1628
2020
Q3 		$24.6M Sell
293,091
-7,139
-2% -$586K ﹤0.01% 1539
2020
Q2 		$23M Buy
300,230
+861
+0.3% +$60.4K ﹤0.01% 1518
2020
Q1 		$17.9M Sell
299,369
-40,120
-12% -$2.83M ﹤0.01% 1592
2019
Q4 		$24.8M Buy
339,489
+9,599
+3% +$680K ﹤0.01% 1709
2019
Q3 		$23.1M Sell
329,890
-7,732
-2% -$548K ﹤0.01% 1713
2019
Q2 		$23.7M Sell
337,622
-60,124
-15% -$4.1M ﹤0.01% 1718
2019
Q1 		$26.6M Buy
397,746
+63,619
+19% +$4.04M ﹤0.01% 1583
2018
Q4 		$19.2M Sell
334,127
-66,433
-17% -$4.13M ﹤0.01% 1702
2018
Q3 		$28.2M Buy
400,560
+21,869
+6% +$1.5M ﹤0.01% 1549
2018
Q2 		$25M Sell
378,691
-53,176
-12% -$3.5M ﹤0.01% 1624
2018
Q1 		$27.6M Sell
431,867
-25,209
-6% -$1.62M ﹤0.01% 1507
2017
Q4 		$28M Buy
457,076
+16,424
+4% +$984K ﹤0.01% 1527
2017
Q3 		$25.3M Buy
440,652
+71,561
+19% +$4M ﹤0.01% 1666
2017
Q2 		$20.3M Sell
369,091
-5,667
-2% -$305K ﹤0.01% 1726
2017
Q1 		$19.7M Buy
374,758
+21,521
+6% +$1.11M ﹤0.01% 1763
2016
Q4 		$17.3M Buy
353,237
+28,399
+9% +$1.4M ﹤0.01% 1807
2016
Q3 		$16.4M Sell
324,838
-4,356
-1% -$222K ﹤0.01% 1804
2016
Q2 		$16.4M Sell
329,194
-118,008
-26% -$5.74M ﹤0.01% 1745
2016
Q1 		$21.6M Buy
447,202
+16,580
+4% +$760K 0.01% 1508
2015
Q4 		$20.8M Sell
430,622
-12,916
-3% -$623K ﹤0.01% 1602
2015
Q3 		$20.3M Buy
443,538
+54,558
+14% +$2.64M 0.01% 1609
2015
Q2 		$18.9M Sell
388,980
-2,337
-0.6% -$114K 0.01% 1446
2015
Q1 		$19M Sell
391,317
-33,758
-8% -$1.6M 0.01% 1405
2014
Q4 		$19.7M Buy
425,075
+70,619
+20% +$3.17M 0.01% 1390
2014
Q3 		$15.4M Buy
354,456
+24,114
+7% +$1.06M 0.01% 1607
2014
Q2 		$14.5M Buy
330,342
+22,348
+7% +$940K ﹤0.01% 1636
2014
Q1 		$12.9M Buy
307,994
+103,529
+51% +$4.27M ﹤0.01% 1587
2013
Q4 		$8.38M Buy
204,465
+62,903
+44% +$2.45M ﹤0.01% 2002
2013
Q3 		$5.26M Buy
141,562
+47,049
+50% +$1.71M ﹤0.01% 2357
2013
Q2 		$3.28M Buy
+94,513
New +$3.25M ﹤0.01% 2681

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Bank of America's FTC Position: Q1 2026 in Review

Bank of America reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 3.3% in Q1 2026, selling an estimated $769K and leaving 139,549 shares worth $21.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Bank of America first reported a position in FTC in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.8M in Q4 2021. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Bank of America held 139,549 shares of First Trust Large Cap Growth AlphaDEX Fund worth $21.5M as of Q1 2026.
  • Bank of America sold 4,766 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $769K.
  • First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2320 holding.
  • Bank of America first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's First Trust Large Cap Growth AlphaDEX Fund position peaked at $29.8M in Q4 2021.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.