Richmond Investment Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Richmond Investment 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 Q1	$1.08M	Sell	6,976 -377	-5%	-$60.8K	0.17%	88
2025 Q4	$1.18M	Sell	7,353 -31	-0.4%	-$4.96K	0.2%	71
2025 Q3	$1.19M	Sell	7,384 -392	-5%	-$61.2K	0.22%	64
2025 Q2	$1.17M	Buy	7,776 +3,855	+98%	+$531K	0.25%	64
2025 Q1	$515K	Hold	3,921	–	–	0.28%	60
2024 Q4	$542K	Buy	+3,921	New	+$547K	0.3%	55

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

Richmond Investment Services's FTC Position: Q1 2026 in Review

Richmond Investment Services reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 5.1% in Q1 2026, selling an estimated $60.8K and leaving 6,976 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #88.

Richmond Investment Services first reported a position in FTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Richmond Investment Services held 6,976 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.08M as of Q1 2026.
Richmond Investment Services sold 377 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $60.8K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.17% of Richmond Investment Services's portfolio in Q1 2026, its #88 holding.
Richmond Investment Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Richmond Investment Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.19M in Q3 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.