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NBC Securities’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

NBC Securities’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 		$1.38M Sell
8,929
-411
-4% -$66.3K 0.1% 212
2025
Q4 		$1.49M Sell
9,340
-125
-1% -$20K 0.11% 200
2025
Q3 		$1.52M Sell
9,465
-4,398
-32% -$686K 0.12% 197
2025
Q2 		$2.09M Buy
13,863
+3,493
+34% +$481K 0.17% 144
2025
Q1 		$1.36M Buy
10,370
+10,360
+103,600% +$1.45M 0.12% 194
2024
Q4 		$1.43K Sell
10
-11,055
-100% -$1.54M 0.13% 175
2024
Q3 		$1.45M Buy
11,065
+1
+0% +$124 0.12% 177
2024
Q2 		$1.35M Sell
11,064
-51
-0.5% -$6.13K 0.12% 174
2024
Q1 		$1.37M Sell
11,115
-110
-1% -$12.8K 0.13% 167
2023
Q4 		$1.23M Sell
11,225
-193
-2% -$19.5K 0.12% 165
2023
Q3 		$1.1M Buy
+11,418
New +$1.15M 0.12% 165

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

NBC Securities's FTC Position: Q1 2026 in Review

NBC Securities reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 4.4% in Q1 2026, selling an estimated $66.3K and leaving 8,929 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #212.

NBC Securities first reported a position in FTC in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.09M in Q2 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • NBC Securities held 8,929 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.38M as of Q1 2026.
  • NBC Securities sold 411 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $66.3K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.1% of NBC Securities's portfolio in Q1 2026, its #212 holding.
  • NBC Securities first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.09M in Q2 2025.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.