FFA
FTC icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Founders Financial Alliance's FTC Position: Q1 2026 in Review

Founders Financial Alliance increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.04% in Q1 2026, buying an estimated $161 and bringing the position to 2,684 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #238.

Founders Financial Alliance first reported a position in FTC in Q3 2020 and has held it in 14 quarters since. The position peaked at $429K in Q4 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Founders Financial Alliance held 2,684 shares of First Trust Large Cap Growth AlphaDEX Fund worth $414K as of Q1 2026.
  • Founders Financial Alliance bought 1 First Trust Large Cap Growth AlphaDEX Fund share in Q1 2026, an estimated $161.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.07% of Founders Financial Alliance's portfolio in Q1 2026, its #238 holding.
  • Founders Financial Alliance first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and has held it in 14 quarters since.
  • Founders Financial Alliance's First Trust Large Cap Growth AlphaDEX Fund position peaked at $429K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.