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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Advisor Alliance's FTC Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026: 12,209 shares worth $1.88M. The stake represents 0.02% of the portfolio and ranks #573 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FTC as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FTC in Q1 2017 and has held it in 4 quarters since. The position peaked at $2.95M in Q4 2024. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Independent Advisor Alliance held 12,209 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.88M as of Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Independent Advisor Alliance position in Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #573 holding.
Independent Advisor Alliance first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2017 and has held it in 4 quarters since.
Independent Advisor Alliance's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.95M in Q4 2024.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.