Farther Finance Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Farther Finance Advisors’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	$252K	Sell	1,608 -8,127	-83%	-$1.31M	﹤0.01%	1853
2025 Q4	$1.56M	Sell	9,735 -2,067	-18%	-$331K	0.02%	689
2025 Q3	$1.9M	Buy	11,802 +11,384	+2,723%	+$1.78M	0.03%	477
2025 Q2	$63.2K	Sell	418 -9,079	-96%	-$1.25M	﹤0.01%	2014
2025 Q1	$1.26M	Buy	9,497 +807	+9%	+$113K	0.03%	426
2024 Q4	$1.2M	Sell	8,690 -905	-9%	-$126K	0.04%	312
2024 Q3	$1.26M	Sell	9,595 -3,208	-25%	-$399K	0.05%	293
2024 Q2	$1.56M	Buy	12,803 +12,756	+27,140%	+$1.53M	0.08%	203
2024 Q1	$5.79K	Sell	47 -5	-10%	-$581	﹤0.01%	2000
2023 Q4	$5.7K	Hold	52	–	–	﹤0.01%	1896
2023 Q3	$5.03K	Hold	52	–	–	﹤0.01%	1517
2023 Q2	$5.27K	Hold	52	–	–	﹤0.01%	1411
2023 Q1	$4.84K	Hold	52	–	–	﹤0.01%	1351
2022 Q4	$4.75K	Buy	+52	New	+$4.82K	﹤0.01%	1188

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Farther Finance Advisors's FTC Position: Q1 2026 in Review

Farther Finance Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 83% in Q1 2026, selling an estimated $1.31M and leaving 1,608 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Farther Finance Advisors first reported a position in FTC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.9M in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Farther Finance Advisors held 1,608 shares of First Trust Large Cap Growth AlphaDEX Fund worth $252K as of Q1 2026.
Farther Finance Advisors sold 8,127 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $1.31M.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1853 holding.
Farther Finance Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
Farther Finance Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.9M in Q3 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.