Keating Financial Advisory Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Keating Financial Advisory Services’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	$510K	Hold	2,634	–	–	0.07%	190
2026 Q1	$406K	Buy	+2,634	New	+$425K	0.07%	206

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

Keating Financial Advisory Services's FTC Position: Q2 2026 in Review

Keating Financial Advisory Services held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 2,634 shares worth $510K. The position accounts for 0.07% of the portfolio, ranked #190.

Keating Financial Advisory Services first reported a position in FTC in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Keating Financial Advisory Services held 2,634 shares of First Trust Large Cap Growth AlphaDEX Fund worth $510K as of Q2 2026.
Keating Financial Advisory Services left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.07% of Keating Financial Advisory Services's portfolio in Q2 2026, its #190 holding.
Keating Financial Advisory Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.