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

Empirical 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 Q2	$2.44M	Buy	12,603 +558	+5%	+$98.6K	0.55%	38
2026 Q1	$1.86M	Sell	12,045 -287	-2%	-$46.3K	0.49%	39
2025 Q4	$1.97M	Buy	12,332 +3,581	+41%	+$573K	0.56%	35
2025 Q3	$1.41M	Buy	+8,751	New	+$1.37M	0.39%	57
2024 Q4	–	Sell	-2,293	Closed	-$301K	–	451
2024 Q3	$301K	Buy	2,293 +3	+0.1%	+$373	0.11%	231
2024 Q2	$281K	Hold	2,290	–	–	0.11%	261
2024 Q1	$282K	Hold	2,290	–	–	0.14%	210
2023 Q4	$251K	Buy	2,290 +4	+0.2%	+$404	0.2%	151
2023 Q3	$221K	Buy	2,286 +2	+0.1%	+$201	0.19%	149
2023 Q2	$231K	Buy	2,284 +3	+0.1%	+$284	0.2%	136
2023 Q1	$212K	Buy	2,281 +6	+0.3%	+$558	0.2%	135
2022 Q4	$208K	Buy	+2,275	New	+$211K	0.22%	142
2022 Q2	–	Sell	-2,395	Closed	-$256K	–	164
2022 Q1	$256K	Sell	2,395 -176	-7%	-$18.6K	0.24%	124
2021 Q4	$309K	Buy	+2,571	New	+$304K	0.3%	107

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Empirical Asset Management's FTC Position: Q2 2026 in Review

Empirical Asset Management increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 4.6% in Q2 2026, buying an estimated $98.6K and bringing the position to 12,603 shares worth $2.44M. The position accounts for 0.55% of the portfolio, ranked #38.

Empirical Asset Management first reported a position in FTC in Q4 2021 and has held it in 14 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Empirical Asset Management held 12,603 shares of First Trust Large Cap Growth AlphaDEX Fund worth $2.44M as of Q2 2026.
Empirical Asset Management bought 558 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $98.6K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.55% of Empirical Asset Management's portfolio in Q2 2026, its #38 holding.
Empirical Asset Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 14 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.