Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Cetera Investment Advisers’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 		$14.6M Sell
94,527
-2,054
-2% -$331K 0.02% 846
2025
Q4 		$15.4M Sell
96,581
-2,875
-3% -$460K 0.02% 784
2025
Q3 		$16M Buy
99,456
+20,747
+26% +$3.24M 0.02% 733
2025
Q2 		$11.9M Buy
78,709
+6,020
+8% +$828K 0.02% 734
2025
Q1 		$9.55M Sell
72,689
-3,233
-4% -$453K 0.02% 797
2024
Q4 		$10.5M Sell
75,922
-5,815
-7% -$812K 0.02% 688
2024
Q3 		$10.7M Sell
81,737
-43,720
-35% -$5.43M 0.02% 671
2024
Q2 		$15.4M Sell
125,457
-4,650
-4% -$559K 0.04% 481
2024
Q1 		$16M Buy
130,107
+72,523
+126% +$8.43M 0.04% 459
2023
Q4 		$6.31M Sell
57,584
-3,677
-6% -$372K 0.05% 367
2023
Q3 		$5.93M Sell
61,261
-8,893
-13% -$895K 0.05% 361
2023
Q2 		$7.11M Sell
70,154
-25,728
-27% -$2.43M 0.06% 301
2023
Q1 		$8.92M Buy
95,882
+12,126
+14% +$1.13M 0.08% 240
2022
Q4 		$7.66M Buy
83,756
+57,850
+223% +$5.36M 0.07% 266
2022
Q3 		$2.22M Sell
25,906
-4,092
-14% -$383K 0.04% 422
2022
Q2 		$2.64M Sell
29,998
-4,484
-13% -$430K 0.04% 439
2022
Q1 		$3.68M Sell
34,482
-1,908
-5% -$201K 0.05% 360
2021
Q4 		$4.38M Sell
36,390
-2,342
-6% -$277K 0.06% 309
2021
Q3 		$4.3M Sell
38,732
-1,121
-3% -$128K 0.07% 294
2021
Q2 		$4.38M Buy
39,853
+264
+0.7% +$27.3K 0.07% 287
2021
Q1 		$3.87M Sell
39,589
-10,129
-20% -$1M 0.08% 272
2020
Q4 		$4.8M Buy
49,718
+25,499
+105% +$2.3M 0.1% 233
2020
Q3 		$2.03M Sell
24,219
-493
-2% -$40.5K 0.17% 146
2020
Q2 		$1.89M Sell
24,712
-46,090
-65% -$3.23M 0.18% 147
2020
Q1 		$4.24M Sell
70,802
-29,134
-29% -$2.05M 0.52% 48
2019
Q4 		$7.29M Buy
99,936
+230
+0.2% +$16.3K 0.73% 27
2019
Q3 		$6.98M Buy
99,706
+2,537
+3% +$180K 0.85% 20
2019
Q2 		$6.83M Buy
97,169
+9,351
+11% +$638K 0.88% 19
2019
Q1 		$5.87M Buy
87,818
+13,409
+18% +$851K 0.83% 19
2018
Q4 		$4.26M Buy
74,409
+57,303
+335% +$3.56M 0.7% 28
2018
Q3 		$1.21M Buy
17,106
+11,047
+182% +$758K 0.17% 142
2018
Q2 		$400K Buy
6,059
+530
+10% +$34.8K 0.07% 278
2018
Q1 		$353K Sell
5,529
-775
-12% -$50K 0.07% 278
2017
Q4 		$387K Sell
6,304
-722
-10% -$43.3K 0.07% 283
2017
Q3 		$405K Sell
7,026
-2,819
-29% -$158K 0.09% 269
2017
Q2 		$542K Buy
9,845
+114
+1% +$6.14K 0.13% 200
2017
Q1 		$513K Sell
9,731
-2,352
-19% -$121K 0.14% 189
2016
Q4 		$592K Sell
12,083
-2,989
-20% -$147K 0.2% 139
2016
Q3 		$763K Sell
15,072
-3,623
-19% -$184K 0.33% 86
2016
Q2 		$931K Buy
18,695
+1,470
+9% +$71.5K 0.36% 80
2016
Q1 		$834K Buy
17,225
+197
+1% +$9.03K 0.36% 73
2015
Q4 		$820K Buy
+17,028
New +$822K 0.38% 76

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

Cetera Investment Advisers's FTC Position: Q1 2026 in Review

Cetera Investment Advisers reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2.1% in Q1 2026, selling an estimated $331K and leaving 94,527 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #846.

Cetera Investment Advisers first reported a position in FTC in Q4 2015 and has held it in 42 quarters since. The position peaked at $16M in Q1 2024. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Cetera Investment Advisers held 94,527 shares of First Trust Large Cap Growth AlphaDEX Fund worth $14.6M as of Q1 2026.
  • Cetera Investment Advisers sold 2,054 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $331K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #846 holding.
  • Cetera Investment Advisers first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's First Trust Large Cap Growth AlphaDEX Fund position peaked at $16M in Q1 2024.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.