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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

Envestnet Portfolio Solutions's FTC Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 4,479 shares — an estimated $716K sold.

Envestnet Portfolio Solutions first reported a position in FTC in Q3 2023 and held it in 10 quarters. The position peaked at $2.34M in Q1 2024. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,479 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $716K.
Envestnet Portfolio Solutions first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.34M in Q1 2024.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.