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 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 $1.66T 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

Creative Planning's FTC Position: Q1 2026 in Review

Creative Planning increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.1% in Q1 2026, buying an estimated $9.84K and bringing the position to 5,400 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Creative Planning first reported a position in FTC in Q3 2014 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Creative Planning held 5,400 shares of First Trust Large Cap Growth AlphaDEX Fund worth $832K as of Q1 2026.
Creative Planning bought 61 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $9.84K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2611 holding.
Creative Planning first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2014 and has held it in 9 quarters since.
Creative Planning's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.11M in Q1 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.