&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 Q2	$11.7M	Buy	66,595 +63,516	+2,063%	+$11.2M	0.05%	336
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 $1.89T 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

&Partners's FTC Position: Q2 2026 in Review

&Partners increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2,063% in Q2 2026, buying an estimated $11.2M and bringing the position to 66,595 shares worth $11.7M. The position accounts for 0.05% of the portfolio, ranked #336.

&Partners first reported a position in FTC in Q3 2020 and has held it in 18 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

&Partners held 66,595 shares of First Trust Large Cap Growth AlphaDEX Fund worth $11.7M as of Q2 2026.
&Partners bought 63,516 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $11.2M.
First Trust Large Cap Growth AlphaDEX Fund made up 0.05% of &Partners's portfolio in Q2 2026, its #336 holding.
&Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and has held it in 18 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.