IFS Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

IFS Group’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	$3.21M	Buy	16,550 +2,145	+15%	+$379K	4.4%	3
2026 Q1	$2.22M	Buy	+14,405	New	+$2.32M	1.98%	11
2025 Q3	$1.65M	Buy	+10,276	New	+$1.6M	1.45%	20

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

IFS Group's FTC Position: Q2 2026 in Review

IFS Group increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 15% in Q2 2026, buying an estimated $379K and bringing the position to 16,550 shares worth $3.21M. The position accounts for 4.4% of the portfolio, ranked #3.

IFS Group first reported a position in FTC in Q3 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

IFS Group held 16,550 shares of First Trust Large Cap Growth AlphaDEX Fund worth $3.21M as of Q2 2026.
IFS Group bought 2,145 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $379K.
First Trust Large Cap Growth AlphaDEX Fund made up 4.4% of IFS Group's portfolio in Q2 2026, its #3 holding.
IFS Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.