LaSalle St. Investment Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

LaSalle St. Investment Advisors’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	$835K	Sell	5,415 -49	-0.9%	-$7.9K	0.12%	140
2025 Q4	$873K	Sell	5,464 -89	-2%	-$14.2K	0.14%	117
2025 Q3	$892K	Sell	5,553 -105	-2%	-$16.4K	0.16%	102
2025 Q2	$854K	Sell	5,658 -808	-12%	-$111K	0.23%	90
2025 Q1	$849K	Sell	6,466 -24	-0.4%	-$3.36K	0.2%	93
2024 Q4	$897K	Buy	+6,490	New	+$906K	0.28%	71

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

LaSalle St. Investment Advisors's FTC Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.9% in Q1 2026, selling an estimated $7.9K and leaving 5,415 shares worth $835K. The position accounts for 0.12% of the portfolio, ranked #140.

LaSalle St. Investment Advisors first reported a position in FTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $897K in Q4 2024. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

LaSalle St. Investment Advisors held 5,415 shares of First Trust Large Cap Growth AlphaDEX Fund worth $835K as of Q1 2026.
LaSalle St. Investment Advisors sold 49 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $7.9K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.12% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #140 holding.
LaSalle St. Investment Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
LaSalle St. Investment Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $897K in Q4 2024.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.