Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-4,479
Closed -$716K – 1369
2025
Q4 		$716K Sell
4,479
-59
-1% -$9.44K ﹤0.01% 900
2025
Q3 		$729K Sell
4,538
-136
-3% -$21.2K ﹤0.01% 871
2025
Q2 		$706K Sell
4,674
-272
-5% -$37.4K ﹤0.01% 939
2025
Q1 		$650K Sell
4,946
-365
-7% -$51.2K ﹤0.01% 946
2024
Q4 		$734K Sell
5,311
-227
-4% -$31.7K ﹤0.01% 1057
2024
Q3 		$728K Sell
5,538
-13,210
-70% -$1.64M ﹤0.01% 1024
2024
Q2 		$2.3M Sell
18,748
-229
-1% -$27.5K 0.01% 595
2024
Q1 		$2.34M Buy
18,977
+660
+4% +$76.7K 0.01% 582
2023
Q4 		$2.01M Buy
18,317
+2,216
+14% +$224K 0.01% 594
2023
Q3 		$1.56M Buy
+16,101
New +$1.62M 0.01% 621

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return