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 Q2	$629K	Sell	3,245 -3,731	-53%	-$659K	0.2%	68
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 $1.89T 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

Richmond Investment Services's FTC Position: Q2 2026 in Review

Richmond Investment Services reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 53% in Q2 2026, selling an estimated $659K and leaving 3,245 shares worth $629K. The position accounts for 0.2% of the portfolio, ranked #68.

Richmond Investment Services first reported a position in FTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Richmond Investment Services held 3,245 shares of First Trust Large Cap Growth AlphaDEX Fund worth $629K as of Q2 2026.
Richmond Investment Services sold 3,731 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $659K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.2% of Richmond Investment Services's portfolio in Q2 2026, its #68 holding.
Richmond Investment Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.19M in Q3 2025.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.