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HFG Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

HFG 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 		$3.97M Buy
20,495
+276
+1% +$48.8K 2.48% 8
2026
Q1 		$3.12M Buy
20,219
+275
+1% +$44.4K 2.19% 9
2025
Q4 		$3.19M Buy
19,944
+375
+2% +$60K 2.31% 8
2025
Q3 		$3.14M Buy
19,569
+163
+0.8% +$25.4K 2.32% 9
2025
Q2 		$2.93M Buy
19,406
+634
+3% +$87.2K 2.32% 10
2025
Q1 		$2.47M Sell
18,772
-2,256
-11% -$316K 2.11% 11
2024
Q4 		$2.91M Sell
21,028
-266
-1% -$37.1K 2.54% 8
2024
Q3 		$2.8M Buy
21,294
+57
+0.3% +$7.08K 2.48% 9
2024
Q2 		$2.6M Buy
21,237
+335
+2% +$40.3K 2.43% 9
2024
Q1 		$2.58M Sell
20,902
-3,284
-14% -$382K 2.29% 9
2023
Q4 		$2.65M Buy
24,186
+98
+0.4% +$9.9K 2.55% 9
2023
Q3 		$2.33M Buy
24,088
+87
+0.4% +$8.76K 2.55% 9
2023
Q2 		$2.43M Buy
24,001
+27
+0.1% +$2.55K 2.57% 9
2023
Q1 		$2.23M Buy
23,974
+174
+0.7% +$16.2K 2.54% 10
2022
Q4 		$2.18M Buy
23,800
+3,295
+16% +$305K 2.56% 10
2022
Q3 		$1.75M Buy
20,505
+1,618
+9% +$151K 2.44% 11
2022
Q2 		$1.67M Buy
18,887
+158
+0.8% +$15.1K 2.25% 12
2022
Q1 		$2M Sell
18,729
-36
-0.2% -$3.8K 2.28% 11
2021
Q4 		$2.26M Buy
+18,765
New +$2.22M 2.54% 9

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

HFG Advisors's FTC Position: Q2 2026 in Review

HFG Advisors increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.4% in Q2 2026, buying an estimated $48.8K and bringing the position to 20,495 shares worth $3.97M. The position accounts for 2.48% of the portfolio, ranked #8.

HFG Advisors first reported a position in FTC in Q4 2021 and has held it in 19 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • HFG Advisors held 20,495 shares of First Trust Large Cap Growth AlphaDEX Fund worth $3.97M as of Q2 2026.
  • HFG Advisors bought 276 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $48.8K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 2.48% of HFG Advisors's portfolio in Q2 2026, its #8 holding.
  • HFG Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.