LexAurum Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

LexAurum 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 Q3	$262K	Sell	1,477 -42	-3%	-$7.53K	0.03%	363
2026 Q2	$294K	Sell	1,519 -70	-4%	-$12.4K	0.03%	341
2026 Q1	$245K	Buy	+1,589	New	+$256K	0.03%	355
2025 Q3	$272K	Buy	1,690 +95	+6%	+$14.8K	0.04%	318
2025 Q2	$241K	Buy	+1,595	New	+$220K	0.04%	313
2025 Q1	–	Sell	-1,750	Closed	-$242K	–	351
2024 Q4	$242K	Sell	1,750 -156	-8%	-$21.8K	0.05%	291
2024 Q3	$251K	Buy	1,906 +151	+9%	+$18.8K	0.06%	260
2024 Q2	$215K	Buy	+1,755	New	+$211K	0.05%	272
2019 Q1	–	Sell	-29,090	Closed	-$1.67M	–	171
2018 Q4	$1.67M	Buy	29,090 +1,494	+5%	+$92.9K	1.29%	21
2018 Q3	$1.94M	Buy	27,596 +2,829	+11%	+$194K	1.36%	20
2018 Q2	$1.63M	Buy	+24,767	New	+$1.63M	1.45%	18

Other funds holding FTC

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

LexAurum Advisors's FTC Position: Q3 2026 in Review

LexAurum Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2.8% in Q3 2026, selling an estimated $7.53K and leaving 1,477 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #363.

LexAurum Advisors first reported a position in FTC in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2018. 184 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

LexAurum Advisors held 1,477 shares of First Trust Large Cap Growth AlphaDEX Fund worth $262K as of Q3 2026.
LexAurum Advisors sold 42 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $7.53K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.03% of LexAurum Advisors's portfolio in Q3 2026, its #363 holding.
LexAurum Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2018 and has held it in 11 quarters since.
LexAurum Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.94M in Q3 2018.
184 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.