Morey & Quinn Wealth Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Morey & Quinn Wealth Partners’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	$482K	Hold	2,489	–	–	0.31%	78
2026 Q1	$384K	Hold	2,489	–	–	0.27%	87
2025 Q4	$398K	Hold	2,489	–	–	0.29%	87
2025 Q3	$400K	Hold	2,489	–	–	0.29%	83
2025 Q2	$376K	Hold	2,489	–	–	0.3%	84
2025 Q1	$327K	Hold	2,489	–	–	0.27%	91
2024 Q4	$344K	Buy	+2,489	New	+$348K	0.29%	85

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

Morey & Quinn Wealth Partners's FTC Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 2,489 shares worth $482K. The position accounts for 0.31% of the portfolio, ranked #78.

Morey & Quinn Wealth Partners first reported a position in FTC in Q4 2024 and has held it in 7 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Morey & Quinn Wealth Partners held 2,489 shares of First Trust Large Cap Growth AlphaDEX Fund worth $482K as of Q2 2026.
Morey & Quinn Wealth Partners left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.31% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #78 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.