Clearwater Capital Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Clearwater Capital 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 Q2	$1.11M	Sell	5,754 -120	-2%	-$21.2K	0.08%	75
2026 Q1	$905K	Buy	5,874 +120	+2%	+$19.4K	0.07%	80
2025 Q4	$920K	Hold	5,754	–	–	0.08%	79
2025 Q3	$924K	Sell	5,754 -68	-1%	-$10.6K	0.08%	81
2025 Q2	$879K	Sell	5,822 -27	-0.5%	-$3.72K	0.08%	83
2025 Q1	$769K	Sell	5,849 -19	-0.3%	-$2.66K	0.07%	86
2024 Q4	$811K	Sell	5,868 -15,718	-73%	-$2.19M	0.08%	84
2024 Q3	$2.84M	Hold	21,586	–	–	0.28%	47
2024 Q2	$2.64M	Sell	21,586 -664	-3%	-$79.8K	0.28%	47
2024 Q1	$2.74M	Sell	22,250 -418	-2%	-$48.6K	0.29%	47
2023 Q4	$2.48M	Hold	22,668	–	–	0.28%	47
2023 Q3	$2.19M	Sell	22,668 -1,990	-8%	-$200K	0.27%	47
2023 Q2	$2.5M	Sell	24,658 -31	-0.1%	-$2.93K	0.3%	47
2023 Q1	$2.3M	Sell	24,689 -3,155	-11%	-$293K	0.28%	51
2022 Q4	$2.55M	Sell	27,844 -987	-3%	-$91.5K	0.33%	49
2022 Q3	$2.47M	Sell	28,831 -1,234	-4%	-$116K	0.34%	52
2022 Q2	$2.65M	Hold	30,065	–	–	0.36%	46
2022 Q1	$3.21M	Sell	30,065 -2,656	-8%	-$280K	0.37%	45
2021 Q4	$3.94M	Sell	32,721 -3,073	-9%	-$364K	0.43%	41
2021 Q3	$3.98M	Sell	35,794 -1,256	-3%	-$143K	0.46%	42
2021 Q2	$4.07M	Sell	37,050 -396	-1%	-$40.9K	0.47%	41
2021 Q1	$3.66M	Sell	37,446 -3,118	-8%	-$309K	0.46%	40
2020 Q4	$3.92M	Sell	40,564 -3,340	-8%	-$301K	0.52%	32
2020 Q3	$3.69M	Sell	43,904 -10,557	-19%	-$867K	0.58%	33
2020 Q2	$4.17M	Sell	54,461 -19,264	-26%	-$1.35M	0.7%	34
2020 Q1	$4.42M	Sell	73,725 -51,501	-41%	-$3.63M	0.95%	24
2019 Q4	$9.13M	Sell	125,226 -48,418	-28%	-$3.43M	1.52%	16
2019 Q3	$12.2M	Sell	173,644 -27,561	-14%	-$1.95M	2.15%	12
2019 Q2	$14.2M	Sell	201,205 -22,551	-10%	-$1.54M	2.57%	5
2019 Q1	$15M	Sell	223,756 -21,639	-9%	-$1.37M	2.81%	3
2018 Q4	$14.1M	Sell	245,395 -16,024	-6%	-$996K	3.08%	5
2018 Q3	$18.4M	Sell	261,419 -8,736	-3%	-$600K	3.59%	4
2018 Q2	$17.8M	Sell	270,155 -512	-0.2%	-$33.7K	3.65%	4
2018 Q1	$17.3M	Sell	270,667 -18,474	-6%	-$1.19M	3.57%	4
2017 Q4	$17.7M	Sell	289,141 -2,410	-0.8%	-$144K	3.88%	4
2017 Q3	$17.1M	Buy	291,551 +3,404	+1%	+$190K	3.97%	4
2017 Q2	$15.9M	Buy	288,147 +3,980	+1%	+$214K	4.06%	4
2017 Q1	$14.9M	Buy	284,167 +3,478	+1%	+$179K	4.07%	4
2016 Q4	$13.9M	Sell	280,689 -1,614	-0.6%	-$79.3K	4.81%	2
2016 Q3	$14M	Sell	282,303 -11,292	-4%	-$574K	4.91%	2
2016 Q2	$14.7M	Buy	+293,595	New	+$14.3M	5.43%	2

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

Clearwater Capital Advisors's FTC Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2% in Q2 2026, selling an estimated $21.2K and leaving 5,754 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #75.

Clearwater Capital Advisors first reported a position in FTC in Q2 2016 and has held it in 41 quarters since. The position peaked at $18.4M in Q3 2018. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Clearwater Capital Advisors held 5,754 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.11M as of Q2 2026.
Clearwater Capital Advisors sold 120 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $21.2K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.08% of Clearwater Capital Advisors's portfolio in Q2 2026, its #75 holding.
Clearwater Capital Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2016 and has held it in 41 quarters since.
Clearwater Capital Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $18.4M in Q3 2018.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.