Focus Financial Network’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Focus Financial Network’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
2025 Q4	–	Sell	-4,796	Closed	-$771K	–	744
2025 Q3	$771K	Sell	4,796 -697	-13%	-$109K	0.03%	354
2025 Q2	$829K	Sell	5,493 -191	-3%	-$26.3K	0.03%	327
2025 Q1	$747K	Buy	+5,684	New	+$797K	0.03%	336

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Focus Financial Network's FTC Position: Q4 2025 in Review

Focus Financial Network sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2025, closing a stake of 4,796 shares — an estimated $771K sold.

Focus Financial Network first reported a position in FTC in Q1 2025 and held it in 3 quarters. The position peaked at $829K in Q2 2025. 202 funds tracked by Wall St. Rank hold FTC as of Q4 2025.

Focus Financial Network reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Focus Financial Network sold 4,796 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2025, an estimated $771K.
Focus Financial Network first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2025 and held it in 3 quarters.
Focus Financial Network's First Trust Large Cap Growth AlphaDEX Fund position peaked at $829K in Q2 2025.
202 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.