Mutual Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Mutual 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	$726K	Sell	3,748 -711	-16%	-$126K	0.01%	774
2026 Q1	$687K	Sell	4,459 -4,066	-48%	-$656K	0.01%	738
2025 Q4	$1.36M	Buy	8,525 +4,016	+89%	+$643K	0.03%	468
2025 Q3	$726K	Sell	4,509 -48	-1%	-$7.49K	0.02%	690
2025 Q2	$711K	Hold	4,557	–	–	0.02%	634
2025 Q1	$600K	Sell	4,557 -41	-0.9%	-$5.75K	0.02%	639
2024 Q4	$657K	Sell	4,598 -118	-3%	-$16.5K	0.02%	613
2024 Q3	$635K	Buy	4,716 +47	+1%	+$5.84K	0.02%	629
2024 Q2	$571K	Sell	4,669 -795	-15%	-$95.6K	0.02%	654
2024 Q1	$674K	Buy	5,464 +10	+0.2%	+$1.16K	0.02%	601
2023 Q4	$598K	Hold	5,454	–	–	0.02%	610
2023 Q3	$528K	Sell	5,454 -218	-4%	-$21.9K	0.02%	607
2023 Q2	$575K	Sell	5,672 -186	-3%	-$17.6K	0.02%	597
2023 Q1	$545K	Sell	5,858 -18	-0.3%	-$1.67K	0.02%	595
2022 Q4	$537K	Sell	5,876 -750	-11%	-$69.5K	0.02%	566
2022 Q3	$567K	Buy	6,626 +52	+0.8%	+$4.87K	0.03%	526
2022 Q2	$579K	Sell	6,574 -231	-3%	-$22.1K	0.04%	489
2022 Q1	$726K	Sell	6,805 -127	-2%	-$13.4K	0.04%	470
2021 Q4	$834K	Hold	6,932	–	–	0.04%	439
2021 Q3	$770K	Sell	6,932 -80	-1%	-$9.12K	0.05%	416
2021 Q2	$770K	Sell	7,012 -407	-5%	-$42K	0.05%	418
2021 Q1	$724K	Sell	7,419 -24,244	-77%	-$2.4M	0.05%	399
2020 Q4	$3.06M	Buy	31,663 +123	+0.4%	+$11.1K	0.23%	99
2020 Q3	$2.65M	Buy	31,540 +23,817	+308%	+$1.96M	0.23%	100
2020 Q2	$592K	Buy	7,723 +1,728	+29%	+$121K	0.06%	346
2020 Q1	$359K	Sell	5,995 -199	-3%	-$14K	0.05%	368
2019 Q4	$452K	Buy	6,194 +237	+4%	+$16.8K	0.05%	363
2019 Q3	$417K	Buy	+5,957	New	+$422K	0.06%	341

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

Mutual Advisors's FTC Position: Q2 2026 in Review

Mutual Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 16% in Q2 2026, selling an estimated $126K and leaving 3,748 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #774.

Mutual Advisors first reported a position in FTC in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.06M in Q4 2020. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Mutual Advisors held 3,748 shares of First Trust Large Cap Growth AlphaDEX Fund worth $726K as of Q2 2026.
Mutual Advisors sold 711 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $126K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #774 holding.
Mutual Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2019 and has held it in 28 quarters since.
Mutual Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $3.06M in Q4 2020.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.