Halbert Hargrove Global Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Halbert Hargrove Global 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	$33.7K	Hold	174	–	–	﹤0.01%	237
2026 Q1	$26.8K	Hold	174	–	–	﹤0.01%	228
2025 Q4	$27.8K	Hold	174	–	–	﹤0.01%	232
2025 Q3	$28K	Hold	174	–	–	﹤0.01%	220
2025 Q2	$26.3K	Hold	174	–	–	﹤0.01%	177
2025 Q1	$22.9K	Buy	+174	New	+$24.4K	﹤0.01%	188

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

Halbert Hargrove Global Advisors's FTC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 174 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Halbert Hargrove Global Advisors first reported a position in FTC in Q1 2025 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Halbert Hargrove Global Advisors held 174 shares of First Trust Large Cap Growth AlphaDEX Fund worth $33.7K as of Q2 2026.
Halbert Hargrove Global Advisors left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #237 holding.
Halbert Hargrove Global Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.