EH
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Equitable Holdings’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Equitable Holdings’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 		$3.48M Sell
17,966
-1,130
-6% -$200K 0.02% 563
2026
Q1 		$3.05M Buy
19,096
+79
+0.4% +$12.7K 0.02% 589
2025
Q4 		$3.04M Sell
19,017
-190
-1% -$30.4K 0.02% 505
2025
Q3 		$3.09M Sell
19,207
-230
-1% -$35.9K 0.02% 477
2025
Q2 		$2.93M Sell
19,437
-42
-0.2% -$5.78K 0.02% 462
2025
Q1 		$2.56M Sell
19,479
-456
-2% -$63.9K 0.02% 445
2024
Q4 		$2.76M Sell
19,935
-395
-2% -$55.2K 0.03% 405
2024
Q3 		$2.67M Sell
20,330
-1,522
-7% -$189K 0.03% 412
2024
Q2 		$2.68M Sell
21,852
-636
-3% -$76.5K 0.03% 393
2024
Q1 		$2.77M Sell
22,488
-1,887
-8% -$219K 0.03% 362
2023
Q4 		$2.67M Sell
24,375
-748
-3% -$75.6K 0.03% 338
2023
Q3 		$2.43M Buy
25,123
+138
+0.6% +$13.9K 0.03% 315
2023
Q2 		$2.53M Buy
24,985
+9,802
+65% +$927K 0.04% 299
2023
Q1 		$1.41M Buy
15,183
+1,727
+13% +$161K 0.02% 406
2022
Q4 		$1.23M Buy
13,456
+4,237
+46% +$393K 0.02% 397
2022
Q3 		$789K Buy
9,219
+717
+8% +$67.1K 0.02% 447
2022
Q2 		$749K Buy
8,502
+243
+3% +$23.3K 0.01% 469
2022
Q1 		$881K Buy
8,259
+857
+12% +$90.4K 0.01% 438
2021
Q4 		$890K Buy
7,402
+2,811
+61% +$333K 0.01% 429
2021
Q3 		$510K Buy
4,591
+1,136
+33% +$129K 0.01% 540
2021
Q2 		$379K Buy
3,455
+885
+34% +$91.4K 0.01% 598
2021
Q1 		$251K Sell
2,570
-120
-4% -$11.9K 0.01% 661
2020
Q4 		$260K Buy
2,690
+60
+2% +$5.41K 0.01% 595
2020
Q3 		$221K Hold
2,630
– – 0.01% 571
2020
Q2 		$201K Buy
+2,630
New +$185K 0.01% 589

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Equitable Holdings's FTC Position: Q2 2026 in Review

Equitable Holdings reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 5.9% in Q2 2026, selling an estimated $200K and leaving 17,966 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #563.

Equitable Holdings first reported a position in FTC in Q2 2020 and has held it in 25 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Equitable Holdings held 17,966 shares of First Trust Large Cap Growth AlphaDEX Fund worth $3.48M as of Q2 2026.
  • Equitable Holdings sold 1,130 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $200K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #563 holding.
  • Equitable Holdings first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2020 and has held it in 25 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.