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Beacon Pointe Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Beacon Pointe Advisors’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 		– Sell
-2,543
Closed -$407K – 1862
2025
Q4 		$407K Hold
2,543
– – ﹤0.01% 1141
2025
Q3 		$409K Buy
+2,543
New +$397K ﹤0.01% 1085

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Beacon Pointe Advisors's FTC Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 2,543 shares — an estimated $407K sold.

Beacon Pointe Advisors first reported a position in FTC in Q3 2025 and held it in 2 quarters. The position peaked at $409K in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,543 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $407K.
  • Beacon Pointe Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
  • Beacon Pointe Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $409K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.