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 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CX Institutional's FTC Position: Q2 2026 in Review

CX Institutional reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 4% in Q2 2026, selling an estimated $804K and leaving 109,235 shares worth $21.2M. The position accounts for 0.61% of the portfolio, ranked #39.

CX Institutional first reported a position in FTC in Q2 2022 and has held it in 17 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

CX Institutional held 109,235 shares of First Trust Large Cap Growth AlphaDEX Fund worth $21.2M as of Q2 2026.
CX Institutional sold 4,550 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $804K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.61% of CX Institutional's portfolio in Q2 2026, its #39 holding.
CX Institutional first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2022 and has held it in 17 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.