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 Q2	$2.07M	Hold	10,680	–	–	0.38%	64
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 $1.89T 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

Keystone Wealth Services's FTC Position: Q2 2026 in Review

Keystone Wealth Services held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 10,680 shares worth $2.07M. The position accounts for 0.38% of the portfolio, ranked #64.

Keystone Wealth Services first reported a position in FTC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.12M in Q4 2021. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Keystone Wealth Services held 10,680 shares of First Trust Large Cap Growth AlphaDEX Fund worth $2.07M as of Q2 2026.
Keystone Wealth 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 0.38% of Keystone Wealth Services's portfolio in Q2 2026, its #64 holding.
Keystone Wealth Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 18 quarters since.
Keystone Wealth Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.12M in Q4 2021.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.