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Horizon Family Wealth’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Horizon Family Wealth’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 		$1.98M Buy
10,243
+1
+0% +$177 0.91% 28
2026
Q1 		$1.58M Buy
10,242
+3
+0% +$484 0.83% 32
2025
Q4 		$1.64M Buy
10,239
+1
+0% +$160 0.87% 31
2025
Q3 		$1.64M Buy
10,238
+6
+0.1% +$936 0.95% 26
2025
Q2 		$1.54M Sell
10,232
-1,020
-9% -$140K 0.94% 25
2025
Q1 		$1.48M Buy
11,252
+3
+0% +$421 0.99% 21
2024
Q4 		$1.56M Sell
11,249
-695
-6% -$97K 1.03% 22
2024
Q3 		$1.57M Buy
11,944
+6
+0.1% +$746 1.12% 20
2024
Q2 		$1.46M Buy
11,938
+3
+0% +$361 1.11% 20
2024
Q1 		$1.47M Buy
11,935
+1
+0% +$116 1.13% 19
2023
Q4 		$1.31M Buy
11,934
+13
+0.1% +$1.31K 1.1% 19
2023
Q3 		$1.15M Buy
11,921
+9
+0.1% +$906 1.12% 19
2023
Q2 		$1.21M Buy
11,912
+9
+0.1% +$851 1.15% 20
2023
Q1 		$1.11M Buy
11,903
+20
+0.2% +$1.86K 1.17% 18
2022
Q4 		$1.09M Buy
11,883
+25
+0.2% +$2.32K 1.25% 19
2022
Q3 		$1.01M Buy
11,858
+23
+0.2% +$2.15K 1.24% 22
2022
Q2 		$1.04M Buy
11,835
+10
+0.1% +$958 1.21% 21
2022
Q1 		$1.26M Hold
11,825
– – 1.25% 23
2021
Q4 		$1.42M Buy
+11,825
New +$1.4M 1.45% 18

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

Horizon Family Wealth's FTC Position: Q2 2026 in Review

Horizon Family Wealth increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.01% in Q2 2026, buying an estimated $177 and bringing the position to 10,243 shares worth $1.98M. The position accounts for 0.91% of the portfolio, ranked #28.

Horizon Family Wealth 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.

  • Horizon Family Wealth held 10,243 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.98M as of Q2 2026.
  • Horizon Family Wealth bought 1 First Trust Large Cap Growth AlphaDEX Fund share in Q2 2026, an estimated $177.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.91% of Horizon Family Wealth's portfolio in Q2 2026, its #28 holding.
  • Horizon Family Wealth 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 Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.