Focus Partners Wealth’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Focus Partners Wealth’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	$311K	Buy	2,018 +15	+0.7%	+$2.42K	﹤0.01%	2178
2025 Q4	$320K	Sell	2,003 -335	-14%	-$53.6K	﹤0.01%	2190
2025 Q3	$376K	Sell	2,338 -1,002	-30%	-$156K	﹤0.01%	1729
2025 Q2	$504K	Hold	3,340	–	–	﹤0.01%	1438
2025 Q1	$439K	Hold	3,340	–	–	﹤0.01%	1402
2024 Q4	$462K	Buy	3,340 +693	+26%	+$96.8K	﹤0.01%	1368
2024 Q3	$348K	Buy	+2,647	New	+$329K	﹤0.01%	1281

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

Focus Partners Wealth's FTC Position: Q1 2026 in Review

Focus Partners Wealth increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.75% in Q1 2026, buying an estimated $2.42K and bringing the position to 2,018 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Focus Partners Wealth first reported a position in FTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $504K in Q2 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Focus Partners Wealth held 2,018 shares of First Trust Large Cap Growth AlphaDEX Fund worth $311K as of Q1 2026.
Focus Partners Wealth bought 15 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $2.42K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2178 holding.
Focus Partners Wealth first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's First Trust Large Cap Growth AlphaDEX Fund position peaked at $504K in Q2 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.