Founders Financial Alliance’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Founders Financial Alliance’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	$526K	Buy	2,715 +31	+1%	+$5.48K	0.07%	236
2026 Q1	$414K	Buy	2,684 +1	+0%	+$161	0.07%	238
2025 Q4	$429K	Buy	2,683 +77	+3%	+$12.3K	0.08%	218
2025 Q3	$419K	Buy	2,606 +42	+2%	+$6.55K	0.08%	231
2025 Q2	$387K	Buy	2,564 +352	+16%	+$48.4K	0.09%	219
2025 Q1	$291K	Buy	2,212 +41	+2%	+$5.75K	0.07%	262
2024 Q4	$300K	Buy	2,171 +337	+18%	+$47.1K	0.08%	217
2024 Q3	$241K	Buy	1,834 +1	+0.1%	+$124	0.07%	254
2024 Q2	$225K	Hold	1,833	–	–	0.07%	251
2024 Q1	$226K	Hold	1,833	–	–	0.07%	249
2023 Q4	$201K	Buy	+1,833	New	+$185K	0.08%	241
2022 Q1	–	Sell	-1,833	Closed	-$220K	–	452
2021 Q4	$220K	Hold	1,833	–	–	0.09%	232
2021 Q3	$204K	Hold	1,833	–	–	0.1%	216
2021 Q2	$201K	Buy	+1,833	New	+$189K	0.09%	233
2020 Q4	–	Sell	-1,833	Closed	-$162K	–	742
2020 Q3	$162K	Buy	+1,833	New	+$151K	0.1%	185

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

Founders Financial Alliance's FTC Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.2% in Q2 2026, buying an estimated $5.48K and bringing the position to 2,715 shares worth $526K. The position accounts for 0.07% of the portfolio, ranked #236.

Founders Financial Alliance first reported a position in FTC in Q3 2020 and has held it in 15 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Founders Financial Alliance held 2,715 shares of First Trust Large Cap Growth AlphaDEX Fund worth $526K as of Q2 2026.
Founders Financial Alliance bought 31 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $5.48K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.07% of Founders Financial Alliance's portfolio in Q2 2026, its #236 holding.
Founders Financial Alliance first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and has held it in 15 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.