IFG Advisory’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

IFG Advisory’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	$892K	Buy	4,605 +3,706	+412%	+$655K	0.03%	450
2026 Q1	$139K	Sell	899 -2,810	-76%	-$453K	0.4%	59
2025 Q4	$593K	Sell	3,709 -154	-4%	-$24.6K	0.03%	467
2025 Q3	$621K	Sell	3,863 -873	-18%	-$136K	0.03%	450
2025 Q2	$715K	Buy	4,736 +1,647	+53%	+$227K	0.04%	410
2025 Q1	$406K	Sell	3,089 -1,463	-32%	-$205K	0.02%	479
2024 Q4	$629K	Buy	+4,552	New	+$636K	0.04%	372
2024 Q3	–	Sell	-8,664	Closed	-$1.06M	–	465
2024 Q2	$1.06M	Buy	+8,664	New	+$1.04M	0.07%	271
2024 Q1	–	Sell	-8,254	Closed	-$904K	–	444
2023 Q4	$904K	Sell	8,254 -1,338	-14%	-$135K	0.07%	260
2023 Q3	$928K	Buy	+9,592	New	+$965K	0.08%	239
2023 Q2	–	Sell	-8,536	Closed	-$794K	–	377
2023 Q1	$794K	Buy	8,536 +342	+4%	+$31.8K	0.07%	240
2022 Q4	$749K	Sell	8,194 -1,772	-18%	-$164K	0.07%	247
2022 Q3	$852K	Sell	9,966 -271	-3%	-$25.4K	0.08%	233
2022 Q2	$901K	Sell	10,237 -819	-7%	-$78.5K	0.1%	206
2022 Q1	$1.18M	Sell	11,056 -213	-2%	-$22.5K	0.12%	186
2021 Q4	$1.35M	Sell	11,269 -306	-3%	-$36.2K	0.13%	174
2021 Q3	$1.28M	Buy	11,575 +806	+7%	+$91.9K	0.14%	174
2021 Q2	$1.18M	Buy	10,769 +1,236	+13%	+$128K	0.13%	179
2021 Q1	$930K	Buy	9,533 +1,212	+15%	+$120K	0.12%	200
2020 Q4	$804K	Sell	8,321 -435	-5%	-$39.2K	0.11%	198
2020 Q3	$735K	Buy	8,756 +885	+11%	+$72.7K	0.12%	190
2020 Q2	$603K	Buy	7,871 +3,147	+67%	+$221K	0.11%	202
2020 Q1	$283K	Buy	4,724 +736	+18%	+$51.9K	0.06%	278
2019 Q4	$290K	Buy	3,988 +1	+0%	+$71	0.05%	320
2019 Q3	$279K	Buy	+3,987	New	+$283K	0.05%	319

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

IFG Advisory's FTC Position: Q2 2026 in Review

IFG Advisory increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 412% in Q2 2026, buying an estimated $655K and bringing the position to 4,605 shares worth $892K. The position accounts for 0.03% of the portfolio, ranked #450.

IFG Advisory first reported a position in FTC in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.35M in Q4 2021. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

IFG Advisory held 4,605 shares of First Trust Large Cap Growth AlphaDEX Fund worth $892K as of Q2 2026.
IFG Advisory bought 3,706 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $655K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #450 holding.
IFG Advisory first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2019 and has held it in 25 quarters since.
IFG Advisory's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.35M in Q4 2021.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.