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Pine Valley Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Pine Valley Investments’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 		$368K Buy
1,899
+52
+3% +$9.19K 0.01% 454
2026
Q1 		$285K Buy
1,847
+54
+3% +$8.71K 0.01% 474
2025
Q4 		$287K Buy
1,793
+12
+0.7% +$1.92K 0.01% 453
2025
Q3 		$286K Buy
1,781
+70
+4% +$10.9K 0.01% 447
2025
Q2 		$258K Sell
1,711
-646
-27% -$88.9K 0.01% 462
2025
Q1 		$310K Sell
2,357
-1,049
-31% -$147K 0.02% 415
2024
Q4 		$471K Buy
3,406
+191
+6% +$26.7K 0.03% 345
2024
Q3 		$423K Buy
3,215
+25
+0.8% +$3.11K 0.03% 350
2024
Q2 		$391K Sell
3,190
-60
-2% -$7.21K 0.03% 343
2024
Q1 		$401K Sell
3,250
-48
-1% -$5.58K 0.03% 348
2023
Q4 		$361K Buy
3,298
+185
+6% +$18.7K 0.03% 351
2023
Q3 		$301K Sell
3,113
-3,794
-55% -$382K 0.03% 363
2023
Q2 		$700K Buy
6,907
+546
+9% +$51.6K 0.07% 226
2023
Q1 		$588K Buy
+6,361
New +$591K 0.09% 173

Other funds holding FTC

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Pine Valley Investments's FTC Position: Q2 2026 in Review

Pine Valley Investments increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2.8% in Q2 2026, buying an estimated $9.19K and bringing the position to 1,899 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #454.

Pine Valley Investments first reported a position in FTC in Q1 2023 and has held it in 14 quarters since. The position peaked at $700K in Q2 2023. 113 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Pine Valley Investments held 1,899 shares of First Trust Large Cap Growth AlphaDEX Fund worth $368K as of Q2 2026.
  • Pine Valley Investments bought 52 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $9.19K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #454 holding.
  • Pine Valley Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's First Trust Large Cap Growth AlphaDEX Fund position peaked at $700K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.