Saxon Interests’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Saxon Interests’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	$630K	Hold	3,253	–	–	0.17%	133
2026 Q1	$501K	Hold	3,253	–	–	0.17%	141
2025 Q4	$520K	Hold	3,253	–	–	0.18%	113
2025 Q3	$510K	Hold	3,253	–	–	0.2%	105
2025 Q2	$427K	Hold	3,253	–	–	0.2%	113
2025 Q1	$427K	Hold	3,253	–	–	0.2%	113
2024 Q4	$450K	Hold	3,253	–	–	0.2%	108
2024 Q3	$428K	Hold	3,253	–	–	0.19%	112
2024 Q2	$399K	Hold	3,253	–	–	0.19%	116
2024 Q1	$401K	Hold	3,253	–	–	0.19%	116
2023 Q4	$356K	Buy	+3,253	New	+$329K	0.18%	128
2023 Q3	–	Sell	-3,329	Closed	-$337K	–	98
2023 Q2	$337K	Sell	3,329 -178	-5%	-$16.8K	0.18%	121
2023 Q1	$326K	Sell	3,507 -66	-2%	-$6.14K	0.18%	127
2022 Q4	$331K	Hold	3,573	–	–	0.19%	120
2022 Q3	$324K	Sell	3,573 -1,473	-29%	-$138K	0.2%	104
2022 Q2	$445K	Buy	5,046 +7	+0.1%	+$671	0.27%	89
2022 Q1	$538K	Buy	5,039 +4	+0.1%	+$422	0.29%	76
2021 Q4	$570K	Buy	+5,035	New	+$596K	0.32%	69

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

Saxon Interests's FTC Position: Q2 2026 in Review

Saxon Interests held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 3,253 shares worth $630K. The position accounts for 0.17% of the portfolio, ranked #133.

Saxon Interests first reported a position in FTC in Q4 2021 and has held it in 18 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Saxon Interests held 3,253 shares of First Trust Large Cap Growth AlphaDEX Fund worth $630K as of Q2 2026.
Saxon Interests left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.17% of Saxon Interests's portfolio in Q2 2026, its #133 holding.
Saxon Interests first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 18 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.