Cresset Asset Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Cresset Asset Management’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	$1.03M	Buy	6,669 +173	+3%	+$27.9K	﹤0.01%	770
2025 Q4	$1.04M	Sell	6,496 -171	-3%	-$27.4K	﹤0.01%	778
2025 Q3	$1.07M	Buy	6,667 +3	+0%	+$468	﹤0.01%	729
2025 Q2	$1.01M	Sell	6,664 -201	-3%	-$27.7K	0.01%	688
2025 Q1	$902K	Buy	6,865 +1	+0%	+$140	﹤0.01%	819
2024 Q4	$949K	Buy	6,864 +7	+0.1%	+$977	﹤0.01%	822
2024 Q3	$901K	Sell	6,857 -1,375	-17%	-$171K	﹤0.01%	1210
2024 Q2	$1.01M	Sell	8,232 -497	-6%	-$59.8K	﹤0.01%	1059
2024 Q1	$1.08M	Hold	8,729	–	–	0.01%	938
2023 Q4	$956K	Sell	8,729 -10	-0.1%	-$1.01K	0.01%	911
2023 Q3	$846K	Buy	8,739 +25	+0.3%	+$2.52K	﹤0.01%	931
2023 Q2	$883K	Buy	+8,714	New	+$824K	﹤0.01%	1001

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

Cresset Asset Management's FTC Position: Q1 2026 in Review

Cresset Asset Management increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2.7% in Q1 2026, buying an estimated $27.9K and bringing the position to 6,669 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Cresset Asset Management first reported a position in FTC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2024. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Cresset Asset Management held 6,669 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.03M as of Q1 2026.
Cresset Asset Management bought 173 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $27.9K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #770 holding.
Cresset Asset Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and has held it in 12 quarters since.
Cresset Asset Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.08M in Q1 2024.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.