Janney Montgomery Scott
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Janney Montgomery Scott’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Janney Montgomery Scott’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 		$68.7M Buy
445,998
+1,066
+0.2% +$172K 0.17% 129
2025
Q4 		$71.1M Buy
444,932
+3,375
+0.8% +$540K 0.16% 126
2025
Q3 		$70.9M Sell
441,557
-1,805
-0.4% -$282K 0.17% 126
2025
Q2 		$66.9M Sell
443,362
-4,500
-1% -$619K 0.17% 119
2025
Q1 		$58.8M Buy
447,862
+10,746
+2% +$1.51M 0.17% 132
2024
Q4 		$60.4M Buy
437,116
+6,865
+2% +$959K 0.17% 127
2024
Q3 		$56.6M Buy
+430,251
New +$53.5M 0.16% 127
2024
Q2 		– Sell
-439,621
Closed -$54.2M – 2687
2024
Q1 		$54.2M Sell
439,621
-10,512
-2% -$1.22M 0.16% 123
2023
Q4 		$49.3M Sell
450,133
-1,725
-0.4% -$174K 0.16% 130
2023
Q3 		$43.7M Sell
451,858
-13,646
-3% -$1.37M 0.16% 122
2023
Q2 		$47.2M Sell
465,504
-12,264
-3% -$1.16M 0.16% 126
2023
Q1 		$44.5M Buy
477,768
+1,770
+0.4% +$165K 0.18% 117
2022
Q4 		$43.5M Buy
475,998
+29,371
+7% +$2.72M 0.17% 130
2022
Q3 		$38.2M Sell
446,627
-2,572
-0.6% -$241K 0.16% 127
2022
Q2 		$40.1M Sell
449,199
-23,184
-5% -$2.22M 0.18% 120
2022
Q1 		$50.4M Buy
472,383
+6,439
+1% +$679K 0.22% 105
2021
Q4 		$56M Sell
465,944
-16,807
-3% -$1.99M 0.22% 105
2021
Q3 		$53.6M Buy
482,751
+1,365
+0.3% +$156K 0.23% 102
2021
Q2 		$52.8M Buy
481,386
+7,494
+2% +$774K 0.23% 103
2021
Q1 		$46.3M Sell
473,892
-5,093
-1% -$505K 0.22% 103
2020
Q4 		$46.3M Buy
478,985
+355
+0.1% +$32K 0.22% 100
2020
Q3 		$40.2M Sell
478,630
-20,186
-4% -$1.66M 0.23% 102
2020
Q2 		$38.2M Buy
498,816
+40,708
+9% +$2.86M 0.24% 99
2020
Q1 		$27.4M Sell
458,108
-29,648
-6% -$2.09M 0.22% 118
2019
Q4 		$35.6M Buy
487,756
+5,006
+1% +$354K 0.23% 106
2019
Q3 		$33.8M Buy
482,750
+5,360
+1% +$380K 0.25% 96
2019
Q2 		$33.6M Buy
477,390
+23,084
+5% +$1.57M 0.26% 91
2019
Q1 		$30.4M Buy
454,306
+32,724
+8% +$2.08M 0.25% 98
2018
Q4 		$24.2M Buy
421,582
+48,060
+13% +$2.99M 0.23% 104
2018
Q3 		$26.3M Buy
373,522
+6,278
+2% +$431K 0.23% 101
2018
Q2 		$24.2M Buy
367,244
+1,863
+0.5% +$122K 0.23% 96
2018
Q1 		$23.3M Buy
365,381
+1,595
+0.4% +$103K 0.23% 94
2017
Q4 		$22.3M Buy
363,786
+12,998
+4% +$779K 0.23% 96
2017
Q3 		$20.2M Buy
350,788
+19,822
+6% +$1.11M 0.23% 96
2017
Q2 		$18.2M Buy
330,966
+40,044
+14% +$2.16M 0.23% 100
2017
Q1 		$15.3M Buy
290,922
+2,889
+1% +$149K 0.2% 115
2016
Q4 		$14.1M Buy
288,033
+13,695
+5% +$673K 0.21% 105
2016
Q3 		$13.9M Buy
+274,338
New +$14M 0.24% 95
2016
Q2 		– Sell
-216,618
Closed -$10.5M – 860
2016
Q1 		$10.5M Buy
216,618
+43,829
+25% +$2.01M 0.27% 87
2015
Q4 		$8.33M Buy
172,789
+18,440
+12% +$890K 0.22% 115
2015
Q3 		$7.05M Buy
154,349
+30,714
+25% +$1.49M 0.2% 124
2015
Q2 		$6.01M Buy
123,635
+36,760
+42% +$1.79M 0.13% 201
2015
Q1 		$4.23M Buy
86,875
+19,012
+28% +$902K 0.08% 310
2014
Q4 		$3.15M Buy
67,863
+12,575
+23% +$564K 0.06% 378
2014
Q3 		$2.41M Buy
55,288
+10,091
+22% +$444K 0.05% 461
2014
Q2 		$1.98M Buy
45,197
+8,864
+24% +$373K 0.04% 507
2014
Q1 		$1.52M Buy
36,333
+1,652
+5% +$68.1K 0.04% 570
2013
Q4 		$1.42M Buy
34,681
+797
+2% +$31K 0.04% 573
2013
Q3 		$1.26M Buy
+33,884
New +$1.23M 0.04% 545

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Janney Montgomery Scott's FTC Position: Q1 2026 in Review

Janney Montgomery Scott increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.24% in Q1 2026, buying an estimated $172K and bringing the position to 445,998 shares worth $68.7M. The position accounts for 0.17% of the portfolio, ranked #129.

Janney Montgomery Scott first reported a position in FTC in Q3 2013 and has held it in 49 quarters since. The position peaked at $71.1M in Q4 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Janney Montgomery Scott held 445,998 shares of First Trust Large Cap Growth AlphaDEX Fund worth $68.7M as of Q1 2026.
  • Janney Montgomery Scott bought 1,066 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $172K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.17% of Janney Montgomery Scott's portfolio in Q1 2026, its #129 holding.
  • Janney Montgomery Scott first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2013 and has held it in 49 quarters since.
  • Janney Montgomery Scott's First Trust Large Cap Growth AlphaDEX Fund position peaked at $71.1M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.