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Silver Grove Financial Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Silver Grove Financial Group’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 		– Sell
-221
Closed -$34.1K – 2458
2026
Q1 		$34.1K Buy
+221
New +$35.7K 0.03% 217

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

Silver Grove Financial Group's FTC Position: Q2 2026 in Review

Silver Grove Financial Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026, closing a stake of 221 shares — an estimated $34.1K sold.

Silver Grove Financial Group first reported a position in FTC in Q1 2026 and held it in 1 quarter. The position peaked at $34.1K in Q1 2026. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Silver Grove Financial Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Silver Grove Financial Group sold 221 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $34.1K.
  • Silver Grove Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Silver Grove Financial Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $34.1K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.