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Harvest Investment Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Harvest Investment Services’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 		$329K Buy
1,700
+275
+19% +$48.6K 0.05% 297
2026
Q1 		$220K Buy
1,425
+78
+6% +$12.6K 0.04% 319
2025
Q4 		$215K Buy
+1,347
New +$216K 0.04% 301
2025
Q3 		– Sell
-1,504
Closed -$227K – 344
2025
Q2 		$227K Buy
+1,504
New +$207K 0.05% 283
2025
Q1 		– Sell
-4,862
Closed -$672K – 304
2024
Q4 		$672K Buy
+4,862
New +$679K 0.16% 146
2022
Q2 		– Sell
-6,513
Closed -$694K – 163
2022
Q1 		$694K Sell
6,513
-13,250
-67% -$1.4M 0.42% 68
2021
Q4 		$2.38M Buy
+19,763
New +$2.34M 1% 20
2021
Q1 		– Sell
-24,136
Closed -$2.33M – 262
2020
Q4 		$2.33M Sell
24,136
-4,795
-17% -$432K 1.2% 19
2020
Q3 		$2.43M Buy
28,931
+4,889
+20% +$401K 1.39% 11
2020
Q2 		$1.84M Buy
24,042
+7,015
+41% +$492K 1.09% 19
2020
Q1 		$1.02M Buy
17,027
+1,144
+7% +$80.7K 1.36% 16
2019
Q4 		$1.16M Buy
15,883
+2,493
+19% +$176K 0.61% 35
2019
Q3 		$925K Sell
13,390
-2,960
-18% -$210K 0.46% 49
2019
Q2 		$1.16M Buy
16,350
+1,271
+8% +$86.7K 0.66% 45
2019
Q1 		$1.02M Buy
15,079
+2,179
+17% +$138K 0.59% 47
2018
Q4 		$788K Buy
+12,900
New +$802K 0.73% 37

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

Harvest Investment Services's FTC Position: Q2 2026 in Review

Harvest Investment Services increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 19% in Q2 2026, buying an estimated $48.6K and bringing the position to 1,700 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #297.

Harvest Investment Services first reported a position in FTC in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.43M in Q3 2020. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Harvest Investment Services held 1,700 shares of First Trust Large Cap Growth AlphaDEX Fund worth $329K as of Q2 2026.
  • Harvest Investment Services bought 275 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $48.6K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.05% of Harvest Investment Services's portfolio in Q2 2026, its #297 holding.
  • Harvest Investment Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2018 and has held it in 16 quarters since.
  • Harvest Investment Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.43M in Q3 2020.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

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