Foundations Investment Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Foundations Investment 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	$291K	Sell	1,502 -84	-5%	-$14.8K	﹤0.01%	981
2026 Q1	$244K	Buy	1,586 +1	+0.1%	+$161	﹤0.01%	1001
2025 Q4	$253K	Sell	1,585 -225	-12%	-$36K	﹤0.01%	958
2025 Q3	$291K	Sell	1,810 -29	-2%	-$4.53K	﹤0.01%	865
2025 Q2	$278K	Sell	1,839 -7,016	-79%	-$966K	﹤0.01%	767
2025 Q1	$1.16M	Buy	8,855 +6,627	+297%	+$929K	0.02%	374
2024 Q4	$308K	Sell	2,228 -787	-26%	-$110K	0.01%	656
2024 Q3	$396K	Buy	3,015 +337	+13%	+$41.9K	0.01%	570
2024 Q2	$328K	Sell	2,678 -101	-4%	-$12.1K	0.01%	586
2024 Q1	$343K	Buy	2,779 +14	+0.5%	+$1.63K	0.01%	549
2023 Q4	$314K	Sell	2,765 -26	-0.9%	-$2.63K	0.01%	541
2023 Q3	$270K	Sell	2,791 -854	-23%	-$86K	0.01%	531
2023 Q2	$369K	Buy	3,645 +308	+9%	+$29.1K	0.01%	427
2023 Q1	$310K	Buy	+3,337	New	+$310K	0.01%	389

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

Foundations Investment Advisors's FTC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 5.3% in Q2 2026, selling an estimated $14.8K and leaving 1,502 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Foundations Investment Advisors first reported a position in FTC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.16M in Q1 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Foundations Investment Advisors held 1,502 shares of First Trust Large Cap Growth AlphaDEX Fund worth $291K as of Q2 2026.
Foundations Investment Advisors sold 84 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $14.8K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #981 holding.
Foundations Investment Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
Foundations Investment Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.16M in Q1 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.