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

Independent Financial 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 		$856K Sell
4,416
-1,231
-22% -$218K 0.02% 757
2026
Q1 		$870K Sell
5,647
-608
-10% -$98.1K 0.02% 676
2025
Q4 		$1M Sell
6,255
-727
-10% -$116K 0.02% 618
2025
Q3 		$1.12M Sell
6,982
-72
-1% -$11.2K 0.03% 568
2025
Q2 		$1.06M Sell
7,054
-180
-2% -$24.8K 0.03% 522
2025
Q1 		$951K Sell
7,234
-369
-5% -$51.7K 0.03% 492
2024
Q4 		$1.05M Sell
7,603
-365
-5% -$51K 0.03% 466
2024
Q3 		$1.05M Buy
7,968
+190
+2% +$23.6K 0.04% 433
2024
Q2 		$953K Buy
7,778
+277
+4% +$33.3K 0.04% 421
2024
Q1 		$925K Sell
7,501
-580
-7% -$67.4K 0.04% 396
2023
Q4 		$885K Buy
8,081
+99
+1% +$10K 0.05% 389
2023
Q3 		$772K Buy
7,982
+982
+14% +$98.8K 0.05% 382
2023
Q2 		$709K Sell
7,000
-393
-5% -$37.2K 0.05% 391
2023
Q1 		$688K Buy
7,393
+1,096
+17% +$102K 0.06% 377
2022
Q4 		$576K Sell
6,297
-36
-0.6% -$3.34K 0.05% 381
2022
Q3 		$542K Buy
6,333
+336
+6% +$31.5K 0.05% 375
2022
Q2 		$529K Buy
5,997
+528
+10% +$50.6K 0.06% 367
2022
Q1 		$584K Hold
5,469
– – 0.05% 382
2021
Q4 		$658K Buy
5,469
+390
+8% +$46.2K 0.05% 348
2021
Q3 		$564K Buy
5,079
+404
+9% +$46.1K 0.06% 333
2021
Q2 		$513K Buy
4,675
+2,146
+85% +$222K 0.05% 361
2021
Q1 		$247K Buy
+2,529
New +$251K 0.03% 529

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

Independent Financial Group's FTC Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 22% in Q2 2026, selling an estimated $218K and leaving 4,416 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #757.

Independent Financial Group first reported a position in FTC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.12M in Q3 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Independent Financial Group held 4,416 shares of First Trust Large Cap Growth AlphaDEX Fund worth $856K as of Q2 2026.
  • Independent Financial Group sold 1,231 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $218K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #757 holding.
  • Independent Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2021 and has held it in 22 quarters since.
  • Independent Financial Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.12M in Q3 2025.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.