Marks Group Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Marks Group Wealth 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	$859K	Hold	4,435	–	–	0.07%	219
2026 Q1	$684K	Hold	4,435	–	–	0.07%	217
2025 Q4	$709K	Hold	4,435	–	–	0.07%	212
2025 Q3	$713K	Hold	4,435	–	–	0.07%	199
2025 Q2	$670K	Hold	4,435	–	–	0.06%	208
2025 Q1	$583K	Hold	4,435	–	–	0.06%	224
2024 Q4	$613K	Hold	4,435	–	–	0.06%	201
2024 Q3	$583K	Hold	4,435	–	–	0.06%	211
2024 Q2	$543K	Hold	4,435	–	–	0.06%	215
2024 Q1	$547K	Hold	4,435	–	–	0.06%	212
2023 Q4	$486K	Hold	4,435	–	–	0.06%	219
2023 Q3	$429K	Hold	4,435	–	–	0.05%	219
2023 Q2	$449K	Hold	4,435	–	–	0.05%	215
2023 Q1	$413K	Hold	4,435	–	–	0.05%	221
2022 Q4	$405K	Hold	4,435	–	–	0.06%	223
2022 Q3	$379K	Hold	4,435	–	–	0.06%	218
2022 Q2	$391K	Hold	4,435	–	–	0.06%	224
2022 Q1	$473K	Hold	4,435	–	–	0.06%	238
2021 Q4	$533K	Hold	4,435	–	–	0.07%	228
2021 Q3	$493K	Hold	4,435	–	–	0.07%	203
2021 Q2	$487K	Hold	4,435	–	–	0.07%	181
2021 Q1	$433K	Hold	4,435	–	–	0.06%	184
2020 Q4	$429K	Hold	4,435	–	–	0.07%	183
2020 Q3	$372K	Hold	4,435	–	–	0.07%	187
2020 Q2	$340K	Hold	4,435	–	–	0.07%	185
2020 Q1	$266K	Buy	+4,435	New	+$313K	0.07%	187

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

Marks Group Wealth Management's FTC Position: Q2 2026 in Review

Marks Group Wealth Management held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 4,435 shares worth $859K. The position accounts for 0.07% of the portfolio, ranked #219.

Marks Group Wealth Management first reported a position in FTC in Q1 2020 and has held it in 26 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Marks Group Wealth Management held 4,435 shares of First Trust Large Cap Growth AlphaDEX Fund worth $859K as of Q2 2026.
Marks Group Wealth Management left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.07% of Marks Group Wealth Management's portfolio in Q2 2026, its #219 holding.
Marks Group Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2020 and has held it in 26 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.