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

NewEdge 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	$1.37M	Sell	7,057 -2,109	-23%	-$373K	﹤0.01%	1453
2026 Q1	$1.41M	Sell	9,166 -2,168	-19%	-$350K	0.01%	1293
2025 Q4	$1.81M	Buy	11,334 +7,366	+186%	+$1.18M	0.01%	1124
2025 Q3	$638K	Sell	3,968 -472	-11%	-$73.6K	﹤0.01%	1673
2025 Q2	$670K	Buy	4,440 +1,584	+55%	+$218K	﹤0.01%	1525
2025 Q1	$375K	Sell	2,856 -419	-13%	-$58.7K	﹤0.01%	1753
2024 Q4	$453K	Sell	3,275 -9,485	-74%	-$1.32M	﹤0.01%	1618
2024 Q3	$1.68M	Buy	12,760 +627	+5%	+$77.9K	0.01%	871
2024 Q2	$1.49M	Sell	12,133 -155	-1%	-$18.6K	0.01%	891
2024 Q1	$1.51M	Buy	12,288 +4,646	+61%	+$540K	0.01%	800
2023 Q4	$837K	Buy	7,642 +3,441	+82%	+$348K	0.01%	1029
2023 Q3	$407K	Buy	4,201 +718	+21%	+$72.3K	﹤0.01%	1274
2023 Q2	$353K	Sell	3,483 -45	-1%	-$4.25K	﹤0.01%	1386
2023 Q1	$328K	Sell	3,528 -670	-16%	-$62.3K	﹤0.01%	1334
2022 Q4	$106K	Buy	4,198 +1,827	+77%	+$169K	﹤0.01%	1419
2022 Q3	$203K	Buy	+2,371	New	+$222K	﹤0.01%	1355
2017 Q3	–	Sell	-475	Closed	-$26.3K	–	635
2017 Q2	$26.3K	Buy	+475	New	+$25.6K	﹤0.01%	659

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

NewEdge Advisors's FTC Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 23% in Q2 2026, selling an estimated $373K and leaving 7,057 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

NewEdge Advisors first reported a position in FTC in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.81M in Q4 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

NewEdge Advisors held 7,057 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.37M as of Q2 2026.
NewEdge Advisors sold 2,109 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $373K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1453 holding.
NewEdge Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2017 and has held it in 17 quarters since.
NewEdge Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.81M in Q4 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.