Private Client Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Private Client Services’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	$213K	Buy	+1,100	New	+$194K	0.06%	215
2025 Q1	–	Sell	-1,929	Closed	-$267K	–	193
2024 Q4	$267K	Hold	1,929	–	–	0.14%	137
2024 Q3	$254K	Buy	+1,929	New	+$240K	0.14%	140

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

Private Client Services's FTC Position: Q2 2026 in Review

Private Client Services opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 1,100 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #215 among its holdings. This is a return to the name: Private Client Services previously reported a position in FTC as recently as Q4 2024.

Private Client Services first reported a position in FTC in Q3 2024 and has held it in 3 quarters since. The position peaked at $267K in Q4 2024. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Private Client Services held 1,100 shares of First Trust Large Cap Growth AlphaDEX Fund worth $213K as of Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Private Client Services position in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.06% of Private Client Services's portfolio in Q2 2026, its #215 holding.
Private Client Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 3 quarters since.
Private Client Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $267K in Q4 2024.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.