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

HHM Wealth 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	$235K	Buy	1,213 +4	+0.3%	+$707	0.02%	193
2026 Q1	$186K	Hold	1,209	–	–	0.02%	203
2025 Q4	$193K	Hold	1,209	–	–	0.02%	201
2025 Q3	$194K	Hold	1,209	–	–	0.02%	209
2025 Q2	$183K	Hold	1,209	–	–	0.02%	214
2025 Q1	$159K	Hold	1,209	–	–	0.02%	217
2024 Q4	$167K	Hold	1,209	–	–	0.02%	202
2024 Q3	$159K	Hold	1,209	–	–	0.02%	203
2024 Q2	$148K	Hold	1,209	–	–	0.02%	209
2024 Q1	$149K	Buy	+1,209	New	+$140K	0.02%	173
2022 Q3	–	Sell	-217	Closed	-$19K	–	709
2022 Q2	$19K	Buy	+217	New	+$20.8K	﹤0.01%	434

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

HHM Wealth Advisors's FTC Position: Q2 2026 in Review

HHM Wealth Advisors increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.33% in Q2 2026, buying an estimated $707 and bringing the position to 1,213 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #193.

HHM Wealth Advisors first reported a position in FTC in Q2 2022 and has held it in 11 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

HHM Wealth Advisors held 1,213 shares of First Trust Large Cap Growth AlphaDEX Fund worth $235K as of Q2 2026.
HHM Wealth Advisors bought 4 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $707.
First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #193 holding.
HHM Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2022 and has held it in 11 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.