Hilton Head Capital Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Hilton Head Capital Partners’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	$1.41M	Sell	7,296 -2,654	-27%	-$469K	0.71%	34
2026 Q1	$1.53M	Sell	9,950 -16	-0.2%	-$2.58K	0.86%	23
2025 Q4	$1.59M	Buy	+9,966	New	+$1.6M	0.93%	24

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

Hilton Head Capital Partners's FTC Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 27% in Q2 2026, selling an estimated $469K and leaving 7,296 shares worth $1.41M. The position accounts for 0.71% of the portfolio, ranked #34.

Hilton Head Capital Partners first reported a position in FTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Hilton Head Capital Partners held 7,296 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.41M as of Q2 2026.
Hilton Head Capital Partners sold 2,654 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $469K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.71% of Hilton Head Capital Partners's portfolio in Q2 2026, its #34 holding.
Hilton Head Capital Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
Hilton Head Capital Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.59M in Q4 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.