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 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 $1.66T 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

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

Bank of Montreal opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026: 138 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #3472 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in FTC as recently as Q3 2024.

Bank of Montreal first reported a position in FTC in Q2 2018 and has held it in 7 quarters since. The position peaked at $339K in Q3 2024. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Bank of Montreal held 138 shares of First Trust Large Cap Growth AlphaDEX Fund worth $21.3K as of Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Bank of Montreal position in Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3472 holding.
Bank of Montreal first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2018 and has held it in 7 quarters since.
Bank of Montreal's First Trust Large Cap Growth AlphaDEX Fund position peaked at $339K in Q3 2024.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

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