Fidelity Investments
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Fidelity Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Fidelity Investments’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 		$709K Sell
3,659
-56
-2% -$9.9K ﹤0.01% 3152
2026
Q1 		$573K Sell
3,715
-4
-0.1% -$645 ﹤0.01% 3074
2025
Q4 		$595K Buy
3,719
+266
+8% +$42.6K ﹤0.01% 3018
2025
Q3 		$555K Buy
3,453
+434
+14% +$67.7K ﹤0.01% 2995
2025
Q2 		$456K Buy
3,019
+761
+34% +$105K ﹤0.01% 2994
2025
Q1 		$297K Buy
2,258
+109
+5% +$15.3K ﹤0.01% 3099
2024
Q4 		$297K Buy
2,149
+350
+19% +$48.9K ﹤0.01% 3108
2024
Q3 		$236K Buy
1,799
+800
+80% +$99.4K ﹤0.01% 3141
2024
Q2 		$122K Buy
999
+684
+217% +$82.2K ﹤0.01% 3220
2024
Q1 		$38.8K Sell
315
-205
-39% -$23.8K ﹤0.01% 3705
2023
Q4 		$57K Buy
520
+163
+46% +$16.5K ﹤0.01% 3462
2023
Q3 		$34.5K Sell
357
-7
-2% -$705 ﹤0.01% 3530
2023
Q2 		$36.9K Buy
364
+58
+19% +$5.48K ﹤0.01% 3586
2023
Q1 		$28.5K Sell
306
-723
-70% -$67.2K ﹤0.01% 3686
2022
Q4 		$94.1K Sell
1,029
-51
-5% -$4.73K ﹤0.01% 3234
2022
Q3 		$92K Sell
1,080
-391
-27% -$36.6K ﹤0.01% 3280
2022
Q2 		$130K Buy
1,471
+551
+60% +$52.8K ﹤0.01% 3245
2022
Q1 		$98K Buy
920
+33
+4% +$3.48K ﹤0.01% 3452
2021
Q4 		$107K Sell
887
-9
-1% -$1.06K ﹤0.01% 3072
2021
Q3 		$100K Sell
896
-4
-0.4% -$456 ﹤0.01% 3075
2021
Q2 		$99K Sell
900
-14
-2% -$1.45K ﹤0.01% 3034
2021
Q1 		$89K Sell
914
-29
-3% -$2.87K ﹤0.01% 2937
2020
Q4 		$91K Buy
943
+581
+160% +$52.4K ﹤0.01% 2895
2020
Q3 		$30K Buy
362
+144
+66% +$11.8K ﹤0.01% 2974
2020
Q2 		$17K Sell
218
-725
-77% -$50.9K ﹤0.01% 3022
2020
Q1 		$56K Buy
943
+693
+277% +$48.9K ﹤0.01% 2764
2019
Q4 		$18K Buy
+250
New +$17.7K ﹤0.01% 3137

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

Fidelity Investments's FTC Position: Q2 2026 in Review

Fidelity Investments reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.5% in Q2 2026, selling an estimated $9.9K and leaving 3,659 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

Fidelity Investments first reported a position in FTC in Q4 2019 and has held it in 27 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Fidelity Investments held 3,659 shares of First Trust Large Cap Growth AlphaDEX Fund worth $709K as of Q2 2026.
  • Fidelity Investments sold 56 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $9.9K.
  • First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3152 holding.
  • Fidelity Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 27 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.