Keystone Wealth Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Keystone Wealth 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 Q1	$1.65M	Buy	+10,680	New	+$1.72M	0.35%	67
2025 Q4	–	Sell	-10,780	Closed	-$1.73M	–	271
2025 Q3	$1.73M	Hold	10,780	–	–	0.38%	60
2025 Q2	$1.63M	Hold	10,780	–	–	0.39%	58
2025 Q1	$1.42M	Hold	10,780	–	–	0.38%	61
2024 Q4	$1.49M	Hold	10,780	–	–	0.39%	59
2024 Q3	$1.42M	Hold	10,780	–	–	0.39%	62
2024 Q2	$1.32M	Hold	10,780	–	–	0.41%	62
2024 Q1	$1.33M	Sell	10,780 -49	-0.5%	-$5.69K	0.43%	56
2023 Q4	$1.19M	Sell	10,829 -591	-5%	-$59.7K	0.41%	63
2023 Q3	$1.11M	Hold	11,420	–	–	0.42%	61
2023 Q2	$1.16M	Hold	11,420	–	–	0.43%	52
2023 Q1	$1.06M	Buy	11,420 +1	+0%	+$93	0.43%	55
2022 Q4	$1.04M	Sell	11,419 -70	-0.6%	-$6.49K	0.46%	51
2022 Q3	$983K	Buy	11,489 +56	+0.5%	+$5.24K	0.46%	52
2022 Q2	$1.01M	Sell	11,433 -3,676	-24%	-$352K	0.45%	50
2022 Q1	$1.61M	Sell	15,109 -2,515	-14%	-$265K	0.64%	36
2021 Q4	$2.12M	Buy	+17,624	New	+$2.09M	0.86%	28

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Keystone Wealth Services's FTC Position: Q1 2026 in Review

Keystone Wealth Services opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026: 10,680 shares worth $1.65M. The stake represents 0.35% of the portfolio and ranks #67 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in FTC as recently as Q3 2025.

Keystone Wealth Services first reported a position in FTC in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.12M in Q4 2021. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Keystone Wealth Services held 10,680 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.65M as of Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Keystone Wealth Services position in Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.35% of Keystone Wealth Services's portfolio in Q1 2026, its #67 holding.
Keystone Wealth Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 17 quarters since.
Keystone Wealth Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.12M in Q4 2021.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.