Coppell Advisory Solutions’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-4,348	Closed	-$702K	–	140
2025 Q4	$702K	Hold	4,348	–	–	0.07%	213
2025 Q3	$700K	Hold	4,348	–	–	0.07%	205
2025 Q2	$648K	Hold	4,348	–	–	0.08%	203
2025 Q1	$578K	Sell	4,348 -6	-0.1%	-$841	0.08%	192
2024 Q4	$605K	Sell	4,354 -119	-3%	-$16.6K	0.08%	152
2024 Q3	$588K	Sell	4,473 -29,089	-87%	-$3.62M	0.09%	156
2024 Q2	$4.11M	Buy	+33,562	New	+$4.04M	0.68%	27
2023 Q4	$3.92M	Sell	35,811 -3,057	-8%	-$309K	0.78%	25
2023 Q3	$3.55M	Sell	38,868 -12,101	-24%	-$1.22M	1.22%	10
2023 Q2	$5.1M	Sell	50,969 -1,983	-4%	-$187K	1.44%	10
2023 Q1	$4.85M	Buy	52,952 +14,084	+36%	+$1.31M	1.59%	8
2022 Q4	$3.55M	Buy	+38,868	New	+$3.6M	1.2%	8
2020 Q4	$2.15M	Buy	+22,195	New	+$2M	1.08%	19

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 $79.5B AUM 27.1% 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

Coppell Advisory Solutions's FTC Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 4,348 shares — an estimated $702K sold.

Coppell Advisory Solutions first reported a position in FTC in Q4 2020 and held it in 13 quarters. The position peaked at $5.1M in Q2 2023. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 4,348 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $702K.
Coppell Advisory Solutions first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and held it in 13 quarters.
Coppell Advisory Solutions's First Trust Large Cap Growth AlphaDEX Fund position peaked at $5.1M in Q2 2023.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.