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Kerr Financial Planning’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Kerr Financial Planning’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 		$19.4K Hold
101
– – 0.02% 289
2026
Q1 		$16.7K Buy
101
+1
+1% +$161 0.01% 304
2025
Q4 		$15.8K Hold
100
– – 0.02% 308
2025
Q3 		$15.6K Buy
+100
New +$15.6K 0.02% 294

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

Kerr Financial Planning's FTC Position: Q2 2026 in Review

Kerr Financial Planning held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 101 shares worth $19.4K. The position accounts for 0.02% of the portfolio, ranked #289.

Kerr Financial Planning first reported a position in FTC in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Kerr Financial Planning held 101 shares of First Trust Large Cap Growth AlphaDEX Fund worth $19.4K as of Q2 2026.
  • Kerr Financial Planning left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #289 holding.
  • Kerr Financial Planning first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.