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

MAI Capital Management’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	–	Sell	-225	Closed	-$34.7K	–	3051
2026 Q1	$34.7K	Sell	225 -200	-47%	-$32.3K	﹤0.01%	2474
2025 Q4	$67.9K	Hold	425	–	–	﹤0.01%	1843
2025 Q3	$68.3K	Sell	425 -100	-19%	-$15.6K	﹤0.01%	1761
2025 Q2	$79.3K	Hold	525	–	–	﹤0.01%	1605
2025 Q1	$69K	Hold	525	–	–	﹤0.01%	1580
2024 Q4	$72.6K	Buy	+525	New	+$73.3K	﹤0.01%	1582

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

MAI Capital Management's FTC Position: Q2 2026 in Review

MAI Capital Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026, closing a stake of 225 shares — an estimated $34.7K sold.

MAI Capital Management first reported a position in FTC in Q4 2024 and held it in 6 quarters. The position peaked at $79.3K in Q2 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

MAI Capital Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 225 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $34.7K.
MAI Capital Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $79.3K in Q2 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.