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

Founders Financial Securities’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 		$236K Sell
1,216
-8
-0.7% -$1.41K 0.01% 511
2026
Q1 		$200K Sell
1,224
-1,203
-50% -$194K 0.01% 513
2025
Q4 		$388K Buy
2,427
+368
+18% +$58.9K 0.02% 432
2025
Q3 		$331K Buy
2,059
+231
+13% +$36K 0.02% 412
2025
Q2 		$276K Hold
1,828
– – 0.02% 433
2025
Q1 		$241K Buy
1,828
+156
+9% +$21.9K 0.02% 423
2024
Q4 		$231K Sell
1,672
-112
-6% -$15.6K 0.02% 410
2024
Q3 		$234K Buy
+1,784
New +$222K 0.02% 395
2020
Q1 		– Sell
-67,020
Closed -$4.89M – 138
2019
Q4 		$4.89M Buy
67,020
+4,464
+7% +$316K 1.65% 20
2019
Q3 		$4.38M Buy
62,556
+164
+0.3% +$11.6K 1.4% 25
2019
Q2 		$4.39M Buy
62,392
+5,946
+11% +$405K 1.44% 24
2019
Q1 		$3.78M Buy
56,446
+10,648
+23% +$676K 1.2% 27
2018
Q4 		$2.63M Buy
45,798
+10,387
+29% +$646K 0.95% 23
2018
Q3 		$2.49M Buy
35,411
+2,752
+8% +$189K 0.69% 27
2018
Q2 		$2.15M Buy
32,659
+7,064
+28% +$464K 0.66% 27
2018
Q1 		$1.63M Buy
25,595
+1,724
+7% +$111K 0.53% 30
2017
Q4 		$1.46M Buy
+23,871
New +$1.43M 0.49% 33

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Founders Financial Securities reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.65% in Q2 2026, selling an estimated $1.41K and leaving 1,216 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #511.

Founders Financial Securities first reported a position in FTC in Q4 2017 and has held it in 17 quarters since. The position peaked at $4.89M in Q4 2019. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Founders Financial Securities held 1,216 shares of First Trust Large Cap Growth AlphaDEX Fund worth $236K as of Q2 2026.
  • Founders Financial Securities sold 8 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.41K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #511 holding.
  • Founders Financial Securities first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2017 and has held it in 17 quarters since.
  • Founders Financial Securities's First Trust Large Cap Growth AlphaDEX Fund position peaked at $4.89M in Q4 2019.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.