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

Steward Partners Investment Advisory’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	$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

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

Steward Partners Investment Advisory's FTC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q1 2026 at 2,117 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Steward Partners Investment Advisory first reported a position in FTC in Q1 2017 and has held it in 35 quarters since. The position peaked at $348K in Q3 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Steward Partners Investment Advisory held 2,117 shares of First Trust Large Cap Growth AlphaDEX Fund worth $326K as of Q1 2026.
Steward Partners Investment Advisory left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1766 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 35 quarters since.
Steward Partners Investment Advisory's First Trust Large Cap Growth AlphaDEX Fund position peaked at $348K in Q3 2025.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.