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Crumly & Associates’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Crumly & Associates’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 		$343K Hold
1,768
– – 0.07% 150
2026
Q1 		$273K Sell
1,768
-855
-33% -$138K 0.06% 171
2025
Q4 		$419K Hold
2,623
– – 0.09% 132
2025
Q3 		$421K Hold
2,623
– – 0.09% 126
2025
Q2 		$396K Hold
2,623
– – 0.1% 113
2025
Q1 		$345K Sell
2,623
-53
-2% -$7.43K 0.1% 119
2024
Q4 		$370K Hold
2,676
– – 0.1% 110
2024
Q3 		$352K Hold
2,676
– – 0.1% 115
2024
Q2 		$328K Hold
2,676
– – 0.09% 113
2024
Q1 		$330K Sell
2,676
-494
-16% -$57.4K 0.09% 115
2023
Q4 		$347K Sell
3,170
-680
-18% -$68.7K 0.1% 107
2023
Q3 		$373K Sell
3,850
-376
-9% -$37.8K 0.15% 85
2023
Q2 		$428K Sell
4,226
-7,289
-63% -$689K 0.17% 84
2023
Q1 		$1.07M Buy
11,515
+4,091
+55% +$380K 0.47% 41
2022
Q4 		$679K Buy
7,424
+4,748
+177% +$440K 0.26% 48
2022
Q3 		$229K Hold
2,676
– – 0.09% 99
2022
Q2 		$236K Hold
2,676
– – 0.1% 100
2022
Q1 		$286K Hold
2,676
– – 0.11% 93
2021
Q4 		$281K Hold
2,676
– – 0.11% 91
2021
Q3 		$297K Hold
2,676
– – 0.14% 86
2021
Q2 		$294K Hold
2,676
– – 0.14% 87
2021
Q1 		$261K Hold
2,676
– – 0.15% 83
2020
Q4 		$270K Sell
2,676
-800
-23% -$72.1K 0.19% 58
2020
Q3 		$292K Sell
3,476
-350
-9% -$28.7K 0.25% 39
2020
Q2 		$293K Hold
3,826
– – 0.27% 36
2020
Q1 		$229K Sell
3,826
-1,997
-34% -$141K 0.28% 40
2019
Q4 		$425K Buy
+5,823
New +$412K 0.44% 33

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Crumly & Associates's FTC Position: Q2 2026 in Review

Crumly & Associates held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 1,768 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #150.

Crumly & Associates first reported a position in FTC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.07M in Q1 2023. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Crumly & Associates held 1,768 shares of First Trust Large Cap Growth AlphaDEX Fund worth $343K as of Q2 2026.
  • Crumly & Associates left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.07% of Crumly & Associates's portfolio in Q2 2026, its #150 holding.
  • Crumly & Associates first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 27 quarters since.
  • Crumly & Associates's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.07M in Q1 2023.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.