BankPlus Trust Department’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

BankPlus Trust Department’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	$59.1K	Hold	305	–	–	0.01%	262
2026 Q1	$47K	Hold	305	–	–	0.01%	265
2025 Q4	$48.8K	Hold	305	–	–	0.01%	255
2025 Q3	$49K	Hold	305	–	–	0.01%	249
2025 Q2	$46K	Buy	+305	New	+$42K	0.01%	236

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

BankPlus Trust Department's FTC Position: Q2 2026 in Review

BankPlus Trust Department held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 305 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #262.

BankPlus Trust Department first reported a position in FTC in Q2 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

BankPlus Trust Department held 305 shares of First Trust Large Cap Growth AlphaDEX Fund worth $59.1K as of Q2 2026.
BankPlus Trust Department left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #262 holding.
BankPlus Trust Department first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.