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

Meridian Wealth 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 Q2	$383K	Hold	1,975	–	–	0.04%	160
2026 Q1	$304K	Hold	1,975	–	–	0.04%	163
2025 Q4	$316K	Hold	1,975	–	–	0.04%	148
2025 Q3	$317K	Hold	1,975	–	–	0.05%	149
2025 Q2	$298K	Hold	1,975	–	–	0.05%	150
2025 Q1	$260K	Hold	1,975	–	–	0.04%	154
2024 Q4	$273K	Hold	1,975	–	–	0.05%	152
2024 Q3	$260K	Sell	1,975 -1,975	-50%	-$245K	0.04%	158
2024 Q2	$484K	Hold	3,950	–	–	0.09%	115
2024 Q1	$487K	Hold	3,950	–	–	0.09%	112
2023 Q4	$433K	Hold	3,950	–	–	0.09%	118
2023 Q3	$382K	Hold	3,950	–	–	0.1%	120
2023 Q2	$400K	Hold	3,950	–	–	0.1%	122
2023 Q1	$368K	Sell	3,950 -2,000	-34%	-$186K	0.09%	129
2022 Q4	$544K	Hold	5,950	–	–	0.14%	109
2022 Q3	$509K	Hold	5,950	–	–	0.14%	107
2022 Q2	$524K	Hold	5,950	–	–	0.14%	116
2022 Q1	$635K	Hold	5,950	–	–	0.15%	114
2021 Q4	$715K	Hold	5,950	–	–	0.17%	103
2021 Q3	$661K	Hold	5,950	–	–	0.18%	98
2021 Q2	$653K	Hold	5,950	–	–	0.18%	100
2021 Q1	$581K	Hold	5,950	–	–	0.19%	99
2020 Q4	$575K	Hold	5,950	–	–	0.21%	98
2020 Q3	$500K	Hold	5,950	–	–	0.21%	98
2020 Q2	$456K	Hold	5,950	–	–	0.21%	95
2020 Q1	$356K	Hold	5,950	–	–	0.2%	94
2019 Q4	$434K	Hold	5,950	–	–	0.17%	101
2019 Q3	$416K	Hold	5,950	–	–	0.18%	104
2019 Q2	$419K	Sell	5,950 -2,200	-27%	-$150K	0.29%	76
2019 Q1	$546K	Hold	8,150	–	–	0.4%	52
2018 Q4	$467K	Buy	+8,150	New	+$507K	0.36%	55

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

Meridian Wealth Advisors's FTC Position: Q2 2026 in Review

Meridian Wealth Advisors held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 1,975 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #160.

Meridian Wealth Advisors first reported a position in FTC in Q4 2018 and has held it in 31 quarters since. The position peaked at $715K in Q4 2021. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Meridian Wealth Advisors held 1,975 shares of First Trust Large Cap Growth AlphaDEX Fund worth $383K as of Q2 2026.
Meridian Wealth Advisors left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.04% of Meridian Wealth Advisors's portfolio in Q2 2026, its #160 holding.
Meridian Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2018 and has held it in 31 quarters since.
Meridian Wealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $715K in Q4 2021.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.