Key Financial Inc’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Key Financial Inc’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	$6.39K	Hold	33	–	–	﹤0.01%	969
2026 Q1	$5.09K	Hold	33	–	–	﹤0.01%	1031
2025 Q4	$5.28K	Hold	33	–	–	﹤0.01%	1023
2025 Q3	$5.29K	Hold	33	–	–	﹤0.01%	1030
2025 Q2	$4.98K	Hold	33	–	–	﹤0.01%	1038
2025 Q1	$4.34K	Hold	33	–	–	﹤0.01%	1022
2024 Q4	$4.56K	Hold	33	–	–	﹤0.01%	1017
2024 Q3	$4.34K	Hold	33	–	–	﹤0.01%	1007
2024 Q2	$4.04K	Hold	33	–	–	﹤0.01%	1007
2024 Q1	$4.07K	Hold	33	–	–	﹤0.01%	998
2023 Q4	$3.62K	Hold	33	–	–	﹤0.01%	1018
2023 Q3	$3.19K	Hold	33	–	–	﹤0.01%	1050
2023 Q2	$3.34K	Hold	33	–	–	﹤0.01%	1083
2023 Q1	$3.07K	Hold	33	–	–	﹤0.01%	889
2022 Q4	$2.82K	Hold	33	–	–	﹤0.01%	891
2022 Q3	$3K	Buy	+33	New	+$3.09K	﹤0.01%	881

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

Key Financial Inc's FTC Position: Q2 2026 in Review

Key Financial Inc held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 33 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Key Financial Inc first reported a position in FTC in Q3 2022 and has held it in 16 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Key Financial Inc held 33 shares of First Trust Large Cap Growth AlphaDEX Fund worth $6.39K as of Q2 2026.
Key Financial Inc left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #969 holding.
Key Financial Inc first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2022 and has held it in 16 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.