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Mount Yale Investment Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Mount Yale Investment 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 		$497K Hold
2,567
– – 0.01% 789
2026
Q1 		$396K Hold
2,567
– – 0.01% 791
2025
Q4 		$410K Buy
+2,567
New +$411K 0.02% 511

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

Mount Yale Investment Advisors's FTC Position: Q2 2026 in Review

Mount Yale Investment Advisors held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 2,567 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #789.

Mount Yale Investment Advisors first reported a position in FTC in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Mount Yale Investment Advisors held 2,567 shares of First Trust Large Cap Growth AlphaDEX Fund worth $497K as of Q2 2026.
  • Mount Yale Investment 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 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #789 holding.
  • Mount Yale Investment Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2025 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.