Chicago Partners Investment Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Chicago Partners Investment Group’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	$674K	Buy	3,767 +1	+0%	+$177	0.01%	830
2026 Q1	$641K	Buy	3,766 +28	+0.7%	+$4.52K	0.01%	746
2025 Q4	$615K	Sell	3,738 -70	-2%	-$11.2K	0.02%	657
2025 Q3	$624K	Buy	3,808 +3	+0.1%	+$468	0.02%	583
2025 Q2	$586K	Buy	3,805 +2	+0.1%	+$275	0.02%	540
2025 Q1	$518K	Sell	3,803 -26	-0.7%	-$3.65K	0.02%	508
2024 Q4	$534K	Buy	3,829 +6	+0.2%	+$838	0.02%	484
2024 Q3	$513K	Sell	3,823 -39	-1%	-$4.85K	0.02%	484
2024 Q2	$470K	Buy	3,862 +1	+0%	+$120	0.02%	484
2024 Q1	$450K	Buy	3,861 +220	+6%	+$25.6K	0.02%	474
2023 Q4	$406K	Buy	3,641 +557	+18%	+$56.3K	0.02%	470
2023 Q3	$290K	Hold	3,084	–	–	0.02%	520
2023 Q2	$315K	Buy	+3,084	New	+$292K	0.02%	519

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

Chicago Partners Investment Group's FTC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.03% in Q2 2026, buying an estimated $177 and bringing the position to 3,767 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #830.

Chicago Partners Investment Group first reported a position in FTC in Q2 2023 and has held it in 13 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Chicago Partners Investment Group held 3,767 shares of First Trust Large Cap Growth AlphaDEX Fund worth $674K as of Q2 2026.
Chicago Partners Investment Group bought 1 First Trust Large Cap Growth AlphaDEX Fund share in Q2 2026, an estimated $177.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #830 holding.
Chicago Partners Investment Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and has held it in 13 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.