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 Q2	$78.2K	Sell	403 -1,205	-75%	-$213K	﹤0.01%	2906
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 $1.89T 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

Farther Finance Advisors's FTC Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 75% in Q2 2026, selling an estimated $213K and leaving 403 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2906.

Farther Finance Advisors first reported a position in FTC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q3 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Farther Finance Advisors held 403 shares of First Trust Large Cap Growth AlphaDEX Fund worth $78.2K as of Q2 2026.
Farther Finance Advisors sold 1,205 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $213K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2906 holding.
Farther Finance Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.9M in Q3 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.