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

Creative 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 Q2	$1.16M	Buy	6,005 +605	+11%	+$107K	﹤0.01%	2518
2026 Q1	$832K	Buy	5,400 +61	+1%	+$9.84K	﹤0.01%	2611
2025 Q4	$854K	Buy	5,339 +8	+0.2%	+$1.28K	﹤0.01%	2410
2025 Q3	$857K	Sell	5,331 -727	-12%	-$113K	﹤0.01%	2259
2025 Q2	$915K	Sell	6,058 -2,427	-29%	-$334K	﹤0.01%	1944
2025 Q1	$1.11M	Buy	+8,485	New	+$1.19M	﹤0.01%	1637
2024 Q1	–	Sell	-2,073	Closed	-$227K	–	2959
2023 Q4	$227K	Buy	+2,073	New	+$209K	﹤0.01%	2314
2015 Q2	–	Sell	-65	Closed	-$3K	–	1769
2015 Q1	$3K	Hold	65	–	–	﹤0.01%	3738
2014 Q4	$3K	Hold	65	–	–	﹤0.01%	3697
2014 Q3	$3K	Buy	+65	New	+$2.86K	﹤0.01%	3513

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

Creative Planning's FTC Position: Q2 2026 in Review

Creative Planning increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 11% in Q2 2026, buying an estimated $107K and bringing the position to 6,005 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Creative Planning first reported a position in FTC in Q3 2014 and has held it in 10 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Creative Planning held 6,005 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.16M as of Q2 2026.
Creative Planning bought 605 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $107K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2518 holding.
Creative Planning first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2014 and has held it in 10 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.