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 Q2	$444K	Buy	2,289 +271	+13%	+$47.9K	﹤0.01%	2027
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 $1.89T 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 $3.69B AUM 15.82% 1-Year Est. Return

Focus Partners Wealth's FTC Position: Q2 2026 in Review

Focus Partners Wealth increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 13% in Q2 2026, buying an estimated $47.9K and bringing the position to 2,289 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Focus Partners Wealth first reported a position in FTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $504K in Q2 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Focus Partners Wealth held 2,289 shares of First Trust Large Cap Growth AlphaDEX Fund worth $444K as of Q2 2026.
Focus Partners Wealth bought 271 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $47.9K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2027 holding.
Focus Partners Wealth first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's First Trust Large Cap Growth AlphaDEX Fund position peaked at $504K in Q2 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.