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PlanVest Financial’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

PlanVest Financial’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 		$89.7K Buy
463
+1
+0.2% +$177 0.06% 162
2026
Q1 		$71.3K Buy
+462
New +$74.5K 0.05% 170

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PlanVest Financial's FTC Position: Q2 2026 in Review

PlanVest Financial increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.22% in Q2 2026, buying an estimated $177 and bringing the position to 463 shares worth $89.7K. The position accounts for 0.06% of the portfolio, ranked #162.

PlanVest Financial first reported a position in FTC in Q1 2026 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • PlanVest Financial held 463 shares of First Trust Large Cap Growth AlphaDEX Fund worth $89.7K as of Q2 2026.
  • PlanVest Financial bought 1 First Trust Large Cap Growth AlphaDEX Fund share in Q2 2026, an estimated $177.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #162 holding.
  • PlanVest Financial first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.