Independent Advisor Alliance’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Independent Advisor Alliance’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	–	Sell	-12,209	Closed	-$1.88M	–	1259
2026 Q1	$1.88M	Buy	+12,209	New	+$1.97M	0.02%	573
2025 Q1	–	Sell	-21,309	Closed	-$2.95M	–	1000
2024 Q4	$2.95M	Buy	+21,309	New	+$2.98M	0.04%	410
2020 Q1	–	Sell	-22,802	Closed	-$1.66M	–	556
2019 Q4	$1.66M	Buy	+22,802	New	+$1.61M	0.07%	264
2017 Q2	–	Sell	-4,051	Closed	-$212K	–	283
2017 Q1	$212K	Buy	+4,051	New	+$209K	0.03%	370

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

Independent Advisor Alliance's FTC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026, closing a stake of 12,209 shares — an estimated $1.88M sold.

Independent Advisor Alliance first reported a position in FTC in Q1 2017 and held it in 4 quarters. The position peaked at $2.95M in Q4 2024. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 12,209 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.88M.
Independent Advisor Alliance first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.95M in Q4 2024.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.