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Benjamin Edwards Inc’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Benjamin Edwards Inc’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 		$15.4M Buy
79,225
+16,808
+27% +$2.97M 0.14% 174
2026
Q1 		$9.62M Sell
62,417
-9,746
-14% -$1.57M 0.1% 215
2025
Q4 		$11.5M Buy
72,163
+9,074
+14% +$1.45M 0.13% 173
2025
Q3 		$10.1M Buy
63,089
+1,775
+3% +$277K 0.11% 182
2025
Q2 		$9.26M Buy
61,314
+15,217
+33% +$2.09M 0.12% 181
2025
Q1 		$6.06M Buy
46,097
+3,154
+7% +$442K 0.08% 225
2024
Q4 		$5.94M Sell
42,943
-3,675
-8% -$513K 0.09% 233
2024
Q3 		$6.13M Buy
46,618
+45,509
+4,104% +$5.66M 0.09% 237
2024
Q2 		$136K Buy
1,109
+6
+0.5% +$721 0.03% 384
2024
Q1 		$136K Sell
1,103
-54
-5% -$6.27K 0.03% 382
2023
Q4 		$127K Buy
1,157
+43
+4% +$4.34K 0.03% 391
2023
Q3 		$108K Sell
1,114
-455
-29% -$45.8K 0.03% 380
2023
Q2 		$159K Sell
1,569
-65
-4% -$6.14K 0.04% 313
2023
Q1 		$152K Sell
1,634
-128
-7% -$11.9K 0.04% 317
2022
Q4 		$161K Sell
1,762
-62
-3% -$5.75K 0.04% 290
2022
Q3 		$156K Sell
1,824
-109
-6% -$10.2K 0.05% 277
2022
Q2 		$170K Buy
1,933
+64
+3% +$6.13K 0.05% 271
2022
Q1 		$199K Buy
1,869
+23
+1% +$2.43K 0.06% 281
2021
Q4 		$222K Sell
1,846
-32
-2% -$3.79K 0.07% 247
2021
Q3 		$209K Sell
1,878
-419
-18% -$47.8K 0.13% 176
2021
Q2 		$252K Sell
2,297
-404
-15% -$41.7K 0.17% 147
2021
Q1 		$264K Buy
2,701
+80
+3% +$7.92K 0.2% 134
2020
Q4 		$253K Sell
2,621
-553
-17% -$49.9K 0.2% 129
2020
Q3 		$267K Buy
3,174
+253
+9% +$20.8K 0.22% 118
2020
Q2 		$224K Buy
2,921
+559
+24% +$39.2K 0.19% 125
2020
Q1 		$142K Buy
+2,362
New +$167K 0.15% 128

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Benjamin Edwards Inc's FTC Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 27% in Q2 2026, buying an estimated $2.97M and bringing the position to 79,225 shares worth $15.4M. The position accounts for 0.14% of the portfolio, ranked #174.

Benjamin Edwards Inc first reported a position in FTC in Q1 2020 and has held it in 26 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Benjamin Edwards Inc held 79,225 shares of First Trust Large Cap Growth AlphaDEX Fund worth $15.4M as of Q2 2026.
  • Benjamin Edwards Inc bought 16,808 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $2.97M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.14% of Benjamin Edwards Inc's portfolio in Q2 2026, its #174 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2020 and has held it in 26 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.