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Mission Financial Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Mission Financial Group’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 		$309K Buy
+1,597
New +$282K 0.26% 108
2025
Q1 		$246K Buy
+1,596
New +$224K 0.23% 120
2021
Q4 		$255K Buy
+1,596
New +$189K 0.24% 117

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Mission Financial Group's FTC Position: Q2 2026 in Review

Mission Financial Group opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 1,597 shares worth $309K. The stake represents 0.26% of the portfolio and ranks #108 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in FTC as recently as Q1 2025.

Mission Financial Group first reported a position in FTC in Q4 2021 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Mission Financial Group held 1,597 shares of First Trust Large Cap Growth AlphaDEX Fund worth $309K as of Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund was a new Mission Financial Group position in Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.26% of Mission Financial Group's portfolio in Q2 2026, its #108 holding.
  • Mission Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.