Comprehensive Financial Planning’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Comprehensive Financial Planning’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	$32.2K	Hold	209	–	–	0.02%	184
2025 Q4	$33.4K	Hold	209	–	–	0.02%	184
2025 Q3	$33.6K	Hold	209	–	–	0.02%	185
2025 Q2	$31.6K	Hold	209	–	–	0.02%	174
2025 Q1	$27.5K	Hold	209	–	–	0.03%	165
2024 Q4	$28.9K	Buy	+209	New	+$29.2K	0.02%	184

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Comprehensive Financial Planning's FTC Position: Q1 2026 in Review

Comprehensive Financial Planning held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q1 2026 at 209 shares worth $32.2K. The position accounts for 0.02% of the portfolio, ranked #184.

Comprehensive Financial Planning first reported a position in FTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.6K in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Comprehensive Financial Planning held 209 shares of First Trust Large Cap Growth AlphaDEX Fund worth $32.2K as of Q1 2026.
Comprehensive Financial Planning left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Comprehensive Financial Planning's portfolio in Q1 2026, its #184 holding.
Comprehensive Financial Planning first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's First Trust Large Cap Growth AlphaDEX Fund position peaked at $33.6K in Q3 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.