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

Money Concepts 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
Q1 		$1.58M Sell
10,235
-850
-8% -$137K 0.09% 217
2025
Q4 		$1.77M Hold
11,085
– – 0.1% 187
2025
Q3 		$1.78M Sell
11,085
-10
-0.1% -$1.56K 0.11% 184
2025
Q2 		$1.68M Sell
11,095
-250
-2% -$34.4K 0.11% 173
2025
Q1 		$1.49M Buy
11,345
+1,610
+17% +$226K 0.11% 176
2024
Q4 		$1.35M Sell
9,735
-883
-8% -$123K 0.1% 185
2024
Q3 		$1.4M Sell
10,618
-207
-2% -$25.7K 0.11% 175
2024
Q2 		$1.33M Buy
10,825
+2,804
+35% +$337K 0.11% 178
2024
Q1 		$989K Buy
8,021
+3,076
+62% +$357K 0.09% 207
2023
Q4 		$542K Buy
4,945
+1,270
+35% +$128K 0.05% 266
2023
Q3 		$356K Sell
3,675
-32
-0.9% -$3.22K 0.04% 282
2023
Q2 		$375K Sell
3,707
-13,970
-79% -$1.32M 0.04% 287
2023
Q1 		$241K Sell
17,677
-2,153
-11% -$200K 0.01% 386
2022
Q4 		$1.81M Buy
19,830
+13,816
+230% +$1.28M 0.08% 198
2022
Q3 		$514K Buy
6,014
+2,250
+60% +$211K 0.03% 292
2022
Q2 		$335K Sell
3,764
-17,462
-82% -$1.67M 0.03% 333
2022
Q1 		$2.27M Buy
21,226
+18,217
+605% +$1.92M 0.13% 175
2021
Q4 		$362K Buy
+3,009
New +$356K 0.03% 361
2021
Q1 		$431K Sell
4,416
-159,688
-97% -$15.8M 0.03% 340
2020
Q4 		$15.9M Buy
+164,104
New +$14.8M 1.46% 11

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Money Concepts Capital's FTC Position: Q1 2026 in Review

Money Concepts Capital reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 7.7% in Q1 2026, selling an estimated $137K and leaving 10,235 shares worth $1.58M. The position accounts for 0.09% of the portfolio, ranked #217.

Money Concepts Capital first reported a position in FTC in Q4 2020 and has held it in 20 quarters since. The position peaked at $15.9M in Q4 2020. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Money Concepts Capital held 10,235 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.58M as of Q1 2026.
  • Money Concepts Capital sold 850 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $137K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.09% of Money Concepts Capital's portfolio in Q1 2026, its #217 holding.
  • Money Concepts Capital first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's First Trust Large Cap Growth AlphaDEX Fund position peaked at $15.9M in Q4 2020.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.