CX Institutional
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CX Institutional’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

CX Institutional’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
Q3 		$20.6M Buy
115,994
+6,759
+6% +$1.21M 0.56% 41
2026
Q2 		$21.2M Sell
109,235
-4,550
-4% -$804K 0.61% 39
2026
Q1 		$17.5M Buy
113,785
+6,007
+6% +$969K 0.54% 41
2025
Q4 		$17.2M Buy
107,778
+2,738
+3% +$438K 0.51% 41
2025
Q3 		$16.9M Sell
105,040
-9,944
-9% -$1.55M 0.51% 40
2025
Q2 		$17.4M Buy
114,984
+21,013
+22% +$2.89M 0.61% 34
2025
Q1 		$12.3M Buy
93,971
+35,892
+62% +$5.03M 0.47% 53
2024
Q4 		$8.03M Buy
58,079
+7,649
+15% +$1.07M 0.32% 71
2024
Q3 		$6.63M Buy
50,430
+6,476
+15% +$805K 0.29% 91
2024
Q2 		$5.39M Sell
43,954
-4,553
-9% -$547K 0.25% 99
2024
Q1 		$5.98M Buy
48,507
+15,296
+46% +$1.78M 0.29% 86
2023
Q4 		$3.64M Sell
33,211
-40,999
-55% -$4.14M 0.19% 139
2023
Q3 		$7.18M Buy
74,210
+38,671
+109% +$3.89M 0.4% 69
2023
Q2 		$3.6M Buy
35,539
+32
+0.1% +$3.02K 0.19% 159
2023
Q1 		$3.33M Sell
35,507
-17,950
-34% -$1.67M 0.18% 173
2022
Q4 		$4.89M Sell
53,457
-41,570
-44% -$3.85M 0.3% 85
2022
Q3 		$8.13M Buy
95,027
+16,768
+21% +$1.57M 0.56% 45
2022
Q2 		$6.9M Buy
+78,259
New +$7.5M 0.52% 46

Other funds holding FTC

BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

CX Institutional's FTC Position: Q3 2026 in Review

CX Institutional increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 6.2% in Q3 2026, buying an estimated $1.21M and bringing the position to 115,994 shares worth $20.6M. The position accounts for 0.56% of the portfolio, ranked #41.

CX Institutional first reported a position in FTC in Q2 2022 and has held it in 18 quarters since. The position peaked at $21.2M in Q2 2026. 16 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • CX Institutional held 115,994 shares of First Trust Large Cap Growth AlphaDEX Fund worth $20.6M as of Q3 2026.
  • CX Institutional bought 6,759 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $1.21M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.56% of CX Institutional's portfolio in Q3 2026, its #41 holding.
  • CX Institutional first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2022 and has held it in 18 quarters since.
  • CX Institutional's First Trust Large Cap Growth AlphaDEX Fund position peaked at $21.2M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.