Luminist Capital’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Luminist Capital’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	$78K	Buy	+403	New	+$71.2K	0.09%	71
2026 Q1	–	Sell	-403	Closed	-$64.4K	–	166
2025 Q4	$64.4K	Hold	403	–	–	0.08%	69
2025 Q3	$64.6K	Hold	403	–	–	0.06%	99
2025 Q2	$60.2K	Hold	403	–	–	0.06%	74
2025 Q1	$53.6K	Hold	403	–	–	0.06%	65
2024 Q4	$55.7K	Buy	+403	New	+$56.3K	0.1%	58

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

Luminist Capital's FTC Position: Q2 2026 in Review

Luminist Capital opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 403 shares worth $78K. The stake represents 0.09% of the portfolio and ranks #71 among its holdings. This is a return to the name: Luminist Capital previously reported a position in FTC as recently as Q4 2025.

Luminist Capital first reported a position in FTC in Q4 2024 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Luminist Capital held 403 shares of First Trust Large Cap Growth AlphaDEX Fund worth $78K as of Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Luminist Capital position in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.09% of Luminist Capital's portfolio in Q2 2026, its #71 holding.
Luminist Capital first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.