Morgan Stanley
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Morgan Stanley’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Morgan Stanley’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 		$107M Sell
693,596
-20,432
-3% -$3.3M 0.01% 1384
2025
Q4 		$114M Sell
714,028
-37,783
-5% -$6.05M 0.01% 1340
2025
Q3 		$121M Sell
751,811
-33,229
-4% -$5.18M 0.01% 1254
2025
Q2 		$119M Buy
785,040
+54,363
+7% +$7.48M 0.01% 1186
2025
Q1 		$96M Sell
730,677
-94,128
-11% -$13.2M 0.01% 1276
2024
Q4 		$114M Sell
824,805
-8,310
-1% -$1.16M 0.01% 1160
2024
Q3 		$110M Sell
833,115
-18,460
-2% -$2.29M 0.01% 1179
2024
Q2 		$104M Buy
851,575
+16,075
+2% +$1.93M 0.01% 1154
2024
Q1 		$103M Sell
835,500
-872,422
-51% -$101M 0.01% 1174
2023
Q4 		$187M Buy
1,707,922
+717,288
+72% +$72.5M 0.01% 1199
2023
Q3 		$95.9M Sell
990,634
-26,249
-3% -$2.64M 0.01% 1086
2023
Q2 		$103M Sell
1,016,883
-2,190
-0.2% -$207K 0.01% 1074
2023
Q1 		$94.8M Buy
1,019,073
+52,490
+5% +$4.88M 0.01% 1090
2022
Q4 		$88.4M Buy
966,583
+18,057
+2% +$1.67M 0.01% 1104
2022
Q3 		$81.1M Sell
948,526
-28,404
-3% -$2.66M 0.01% 1018
2022
Q2 		$86.1M Buy
976,930
+81,632
+9% +$7.82M 0.01% 1022
2022
Q1 		$95.5M Sell
895,298
-238,721
-21% -$25.2M 0.01% 894
2021
Q4 		$136M Sell
1,134,019
-22,222
-2% -$2.63M 0.02% 715
2021
Q3 		$128M Buy
1,156,241
+24,129
+2% +$2.75M 0.02% 702
2021
Q2 		$124M Sell
1,132,112
-9,907
-0.9% -$1.02M 0.02% 738
2021
Q1 		$112M Sell
1,142,019
-136,990
-11% -$13.6M 0.02% 710
2020
Q4 		$124M Sell
1,279,009
-129,036
-9% -$11.6M 0.02% 631
2020
Q3 		$118M Sell
1,408,045
-1,400
-0.1% -$115K 0.02% 538
2020
Q2 		$108M Sell
1,409,445
-20,587
-1% -$1.44M 0.02% 523
2020
Q1 		$85.7M Sell
1,430,032
-7,128
-0.5% -$503K 0.02% 534
2019
Q4 		$105M Sell
1,437,160
-62,302
-4% -$4.41M 0.02% 585
2019
Q3 		$105M Sell
1,499,462
-15,215
-1% -$1.08M 0.03% 541
2019
Q2 		$107M Sell
1,514,677
-68,709
-4% -$4.69M 0.03% 538
2019
Q1 		$106M Buy
1,583,386
+132,698
+9% +$8.42M 0.03% 514
2018
Q4 		$83.2M Sell
1,450,688
-265,927
-15% -$16.5M 0.02% 590
2018
Q3 		$121M Sell
1,716,615
-87,453
-5% -$6M 0.03% 532
2018
Q2 		$119M Buy
1,804,068
+160,110
+10% +$10.5M 0.03% 507
2018
Q1 		$105M Buy
1,643,958
+63,153
+4% +$4.07M 0.03% 564
2017
Q4 		$96.7M Sell
1,580,805
-62,135
-4% -$3.72M 0.03% 607
2017
Q3 		$94.4M Sell
1,642,940
-46,974
-3% -$2.63M 0.03% 584
2017
Q2 		$92.9M Buy
1,689,914
+47,369
+3% +$2.55M 0.03% 587
2017
Q1 		$86.5M Sell
1,642,545
-24,660
-1% -$1.27M 0.03% 633
2016
Q4 		$81.8M Buy
1,667,205
+35,147
+2% +$1.73M 0.03% 631
2016
Q3 		$82.4M Buy
1,632,058
+15,532
+1% +$790K 0.03% 598
2016
Q2 		$80.6M Sell
1,616,526
-439,097
-21% -$21.4M 0.03% 574
2016
Q1 		$99.2M Sell
2,055,623
-214,821
-9% -$9.84M 0.04% 475
2015
Q4 		$109M Buy
2,270,444
+153,189
+7% +$7.39M 0.04% 453
2015
Q3 		$96.7M Buy
2,117,255
+212,255
+11% +$10.3M 0.04% 485
2015
Q2 		$92.5M Sell
1,905,000
-7,045
-0.4% -$344K 0.03% 545
2015
Q1 		$93.1M Buy
1,912,045
+38,000
+2% +$1.8M 0.03% 532
2014
Q4 		$87.1M Buy
1,874,045
+233,895
+14% +$10.5M 0.03% 568
2014
Q3 		$71.4M Buy
1,640,150
+140,713
+9% +$6.19M 0.03% 655
2014
Q2 		$65.7M Sell
1,499,437
-15,281
-1% -$643K 0.03% 670
2014
Q1 		$63.2M Buy
1,514,718
+275,296
+22% +$11.3M 0.03% 642
2013
Q4 		$50.8M Buy
1,239,422
+200,457
+19% +$7.81M 0.02% 725
2013
Q3 		$38.6M Buy
1,038,965
+103,442
+11% +$3.75M 0.02% 801
2013
Q2 		$32.5M Buy
+935,523
New +$32.2M 0.02% 865

Other funds holding FTC

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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Morgan Stanley's FTC Position: Q1 2026 in Review

Morgan Stanley reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2.9% in Q1 2026, selling an estimated $3.3M and leaving 693,596 shares worth $107M. The position accounts for 0.01% of the portfolio, ranked #1384.

Morgan Stanley first reported a position in FTC in Q2 2013 and has held it in 52 quarters since. The position peaked at $187M in Q4 2023. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Morgan Stanley held 693,596 shares of First Trust Large Cap Growth AlphaDEX Fund worth $107M as of Q1 2026.
  • Morgan Stanley sold 20,432 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $3.3M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1384 holding.
  • Morgan Stanley first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's First Trust Large Cap Growth AlphaDEX Fund position peaked at $187M in Q4 2023.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.