&Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

&Partners’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	$474K	Sell	3,079 -668	-18%	-$108K	﹤0.01%	1726
2025 Q4	$599K	Buy	3,747 +78	+2%	+$12.5K	﹤0.01%	1507
2025 Q3	$589K	Buy	3,669 +528	+17%	+$82.4K	﹤0.01%	1361
2025 Q2	$474K	Buy	3,141 +1,578	+101%	+$217K	﹤0.01%	1390
2025 Q1	$205K	Buy	+1,563	New	+$219K	﹤0.01%	1625
2023 Q3	–	Sell	-2,349	Closed	-$238K	–	187
2023 Q2	$238K	Hold	2,349	–	–	0.11%	150
2023 Q1	$219K	Hold	2,349	–	–	0.11%	157
2022 Q4	$215K	Hold	2,349	–	–	0.11%	160
2022 Q3	$201K	Sell	2,349 -200	-8%	-$18.7K	0.12%	166
2022 Q2	$225K	Hold	2,549	–	–	0.13%	155
2022 Q1	$272K	Sell	2,549 -150	-6%	-$15.8K	0.15%	139
2021 Q4	$325K	Sell	2,699 -472	-15%	-$55.9K	0.2%	115
2021 Q3	$352K	Hold	3,171	–	–	0.22%	102
2021 Q2	$348K	Hold	3,171	–	–	0.23%	103
2021 Q1	$310K	Hold	3,171	–	–	0.23%	104
2020 Q4	$306K	Hold	3,171	–	–	0.26%	96
2020 Q3	$266K	Buy	+3,171	New	+$260K	0.27%	87

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

&Partners's FTC Position: Q1 2026 in Review

&Partners reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 18% in Q1 2026, selling an estimated $108K and leaving 3,079 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

&Partners first reported a position in FTC in Q3 2020 and has held it in 17 quarters since. The position peaked at $599K in Q4 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

&Partners held 3,079 shares of First Trust Large Cap Growth AlphaDEX Fund worth $474K as of Q1 2026.
&Partners sold 668 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $108K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1726 holding.
&Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and has held it in 17 quarters since.
&Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $599K in Q4 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.