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

Bank of Montreal’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	–	Sell	-138	Closed	-$21.3K	–	3934
2026 Q1	$21.3K	Buy	+138	New	+$22.3K	﹤0.01%	3472
2024 Q4	–	Sell	-3,474	Closed	-$339K	–	3677
2024 Q3	$339K	Buy	+3,474	New	+$432K	﹤0.01%	2683
2019 Q3	–	Sell	-1,944	Closed	-$137K	–	4807
2019 Q2	$137K	Buy	1,944 +1,290	+197%	+$88K	﹤0.01%	3145
2019 Q1	$44K	Hold	654	–	–	﹤0.01%	3383
2018 Q4	$37K	Sell	654 -278	-30%	-$17.3K	﹤0.01%	3407
2018 Q3	$66K	Buy	932 +278	+43%	+$19.1K	﹤0.01%	3268
2018 Q2	$43K	Buy	+654	New	+$43K	﹤0.01%	3471

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

Bank of Montreal's FTC Position: Q2 2026 in Review

Bank of Montreal sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026, closing a stake of 138 shares — an estimated $21.3K sold.

Bank of Montreal first reported a position in FTC in Q2 2018 and held it in 7 quarters. The position peaked at $339K in Q3 2024. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Bank of Montreal reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Bank of Montreal sold 138 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $21.3K.
Bank of Montreal first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2018 and held it in 7 quarters.
Bank of Montreal's First Trust Large Cap Growth AlphaDEX Fund position peaked at $339K in Q3 2024.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.