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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
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
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

NewEdge Advisors's FTC Position: Q1 2026 in Review

NewEdge Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 19% in Q1 2026, selling an estimated $350K and leaving 9,166 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #1293.

NewEdge Advisors first reported a position in FTC in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.81M in Q4 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • NewEdge Advisors held 9,166 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.41M as of Q1 2026.
  • NewEdge Advisors sold 2,168 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $350K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1293 holding.
  • NewEdge Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.81M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.