Steward Partners Investment Advisory’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.36M Buy
12,157
+10,040
+474% +$1.77M 0.01% 847
2026
Q1
$326K Hold
2,117
– – ﹤0.01% 1766
2025
Q4
$338K Sell
2,117
-50
-2% -$8K ﹤0.01% 1644
2025
Q3
$348K Buy
2,167
+50
+2% +$7.8K ﹤0.01% 1573
2025
Q2
$320K Sell
2,117
-6
-0.3% -$826 ﹤0.01% 1525
2025
Q1
$279K Buy
2,123
+249
+13% +$34.9K ﹤0.01% 1485
2024
Q4
$259K Sell
1,874
-249
-12% -$34.8K ﹤0.01% 1479
2024
Q3
$279K Buy
2,123
+499
+31% +$62K ﹤0.01% 1365
2024
Q2
$199K Hold
1,624
– – ﹤0.01% 1448
2024
Q1
$200K Buy
1,624
+1,200
+283% +$139K ﹤0.01% 1439
2023
Q4
$46.5K Sell
424
-208
-33% -$21K ﹤0.01% 2031
2023
Q3
$61.2K Hold
632
– – ﹤0.01% 1812
2023
Q2
$64K Hold
632
– – ﹤0.01% 1778
2023
Q1
$58.8K Hold
632
– – ﹤0.01% 1805
2022
Q4
$57.8K Hold
632
– – ﹤0.01% 1777
2022
Q3
$54K Hold
632
– – ﹤0.01% 1746
2022
Q2
$56K Hold
632
– – ﹤0.01% 1749
2022
Q1
$67K Hold
632
– – ﹤0.01% 1764
2021
Q4
$76K Hold
632
– – ﹤0.01% 1713
2021
Q3
$70K Buy
632
+208
+49% +$23.7K ﹤0.01% 1712
2021
Q2
$47K Hold
424
– – ﹤0.01% 3525
2021
Q1
$41.4K Sell
424
-300
-41% -$29.7K ﹤0.01% 2081
2020
Q4
$70K Hold
724
– – ﹤0.01% 1508
2020
Q3
$61K Hold
724
– – ﹤0.01% 1408
2020
Q2
$55K Buy
724
+60
+9% +$4.21K ﹤0.01% 1373
2020
Q1
$39K Hold
664
– – ﹤0.01% 1360
2019
Q4
$48K Buy
664
+240
+57% +$17K ﹤0.01% 1411
2019
Q3
$29K Hold
424
– – ﹤0.01% 1591
2019
Q2
$29K Buy
+424
New +$28.9K ﹤0.01% 1550
2018
Q4
– Sell
-702
Closed -$49K – 1268
2018
Q3
$49K Sell
702
-174
-20% -$11.9K ﹤0.01% 1201
2018
Q2
$58K Buy
876
+660
+306% +$43.4K ﹤0.01% 1043
2018
Q1
$13K Hold
216
– – ﹤0.01% 1482
2017
Q4
$13K Hold
216
– – ﹤0.01% 1270
2017
Q3
$12K Buy
216
+174
+414% +$9.73K ﹤0.01% 1071
2017
Q2
$2K Hold
42
– – ﹤0.01% 1409
2017
Q1
$2K Buy
+42
New +$2.17K ﹤0.01% 1303

Other funds holding FTC

Steward Partners Investment Advisory's FTC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 474% in Q2 2026, buying an estimated $1.77M and bringing the position to 12,157 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #847.

Steward Partners Investment Advisory first reported a position in FTC in Q1 2017 and has held it in 36 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Steward Partners Investment Advisory held 12,157 shares of First Trust Large Cap Growth AlphaDEX Fund worth $2.36M as of Q2 2026.
  • Steward Partners Investment Advisory bought 10,040 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.77M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #847 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2017 and has held it in 36 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.