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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
Q3 		$795K Buy
4,482
+66
+1% +$11.8K 0.01% 767
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Independent Financial Group's FTC Position: Q3 2026 in Review

Independent Financial Group increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.5% in Q3 2026, buying an estimated $11.8K and bringing the position to 4,482 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #767.

Independent Financial Group first reported a position in FTC in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.12M in Q3 2025. 10 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

  • Independent Financial Group held 4,482 shares of First Trust Large Cap Growth AlphaDEX Fund worth $795K as of Q3 2026.
  • Independent Financial Group bought 66 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $11.8K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #767 holding.
  • Independent Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2021 and has held it in 23 quarters since.
  • Independent Financial Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.12M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.