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

NewEdge Wealth’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	$393K	Hold	2,029	–	–	﹤0.01%	935
2026 Q1	$313K	Hold	2,029	–	–	﹤0.01%	952
2025 Q4	$324K	Hold	2,029	–	–	﹤0.01%	997
2025 Q3	$327K	Hold	2,029	–	–	﹤0.01%	855
2025 Q2	$316K	Hold	2,029	–	–	﹤0.01%	819
2025 Q1	$267K	Hold	2,029	–	–	﹤0.01%	802
2024 Q4	$281K	Sell	2,029 -8,814	-81%	-$1.23M	﹤0.01%	782
2024 Q3	$1.43M	Sell	10,843 -59	-0.5%	-$7.33K	0.03%	407
2024 Q2	$1.34M	Sell	10,902 -118	-1%	-$14.2K	0.03%	377
2024 Q1	$1.29M	Sell	11,020 -925	-8%	-$107K	0.03%	385
2023 Q4	$1.31M	Sell	11,945 -4,825	-29%	-$488K	0.03%	359
2023 Q3	$1.62M	Buy	16,770 +1,265	+8%	+$127K	0.05%	291
2023 Q2	$1.57M	Buy	15,505 +9,964	+180%	+$942K	0.05%	293
2023 Q1	$516K	Buy	+5,541	New	+$515K	0.02%	405

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 Wealth's FTC Position: Q2 2026 in Review

NewEdge Wealth held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 2,029 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

NewEdge Wealth first reported a position in FTC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.62M in Q3 2023. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

NewEdge Wealth held 2,029 shares of First Trust Large Cap Growth AlphaDEX Fund worth $393K as of Q2 2026.
NewEdge Wealth 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 NewEdge Wealth's portfolio in Q2 2026, its #935 holding.
NewEdge Wealth first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
NewEdge Wealth's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.62M in Q3 2023.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.