Stifel Financial
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Stifel Financial’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Stifel Financial’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 		$8.97M Buy
58,169
+9,257
+19% +$1.49M 0.01% 1015
2025
Q4 		$7.82M Buy
48,912
+15,938
+48% +$2.55M 0.01% 1094
2025
Q3 		$5.3M Buy
32,974
+4,839
+17% +$755K ﹤0.01% 1270
2025
Q2 		$4.25M Sell
28,135
-2,794
-9% -$385K ﹤0.01% 1340
2025
Q1 		$4.07M Sell
30,929
-1,189
-4% -$167K ﹤0.01% 1307
2024
Q4 		$4.44M Sell
32,118
-4,115
-11% -$575K ﹤0.01% 1281
2024
Q3 		$4.76M Sell
36,233
-10,081
-22% -$1.25M 0.01% 1238
2024
Q2 		$5.68M Sell
46,314
-6,374
-12% -$766K 0.01% 1066
2024
Q1 		$6.5M Sell
52,688
-5,775
-10% -$671K 0.01% 1007
2023
Q4 		$6.41M Sell
58,463
-18,030
-24% -$1.82M 0.01% 973
2023
Q3 		$7.4M Sell
76,493
-12,967
-14% -$1.31M 0.01% 846
2023
Q2 		$9.06M Sell
89,460
-6,207
-6% -$587K 0.01% 755
2023
Q1 		$8.9M Buy
95,667
+1,225
+1% +$114K 0.01% 736
2022
Q4 		$8.63M Buy
94,442
+41,136
+77% +$3.81M 0.01% 720
2022
Q3 		$4.56M Sell
53,306
-21,234
-28% -$1.99M 0.01% 998
2022
Q2 		$6.57M Buy
74,540
+3,960
+6% +$379K 0.01% 829
2022
Q1 		$7.53M Sell
70,580
-1,682
-2% -$177K 0.01% 840
2021
Q4 		$8.69M Buy
72,262
+24,551
+51% +$2.91M 0.01% 801
2021
Q3 		$5.3M Buy
47,711
+1,153
+2% +$131K 0.01% 992
2021
Q2 		$5.11M Sell
46,558
-14,235
-23% -$1.47M 0.01% 1015
2021
Q1 		$5.94M Sell
60,793
-8,292
-12% -$821K 0.01% 869
2020
Q4 		$6.68M Sell
69,085
-13,402
-16% -$1.21M 0.01% 745
2020
Q3 		$6.93M Buy
82,487
+16,916
+26% +$1.39M 0.01% 655
2020
Q2 		$5.02M Sell
65,571
-11,742
-15% -$824K 0.01% 724
2020
Q1 		$4.63M Sell
77,313
-3,616
-4% -$255K 0.01% 701
2019
Q4 		$5.9M Sell
80,929
-424
-0.5% -$30K 0.01% 819
2019
Q3 		$5.69M Buy
81,353
+13,708
+20% +$972K 0.01% 787
2019
Q2 		$4.76M Sell
67,645
-13,384
-17% -$913K 0.01% 880
2019
Q1 		$5.42M Sell
81,029
-4,321
-5% -$274K 0.02% 784
2018
Q4 		$4.89M Buy
85,350
+8,330
+11% +$518K 0.02% 787
2018
Q3 		$5.42M Buy
77,020
+4,193
+6% +$288K 0.02% 805
2018
Q2 		$4.8M Buy
72,827
+2,501
+4% +$164K 0.01% 835
2018
Q1 		$4.49M Buy
70,326
+6,020
+9% +$388K 0.01% 832
2017
Q4 		$3.93M Sell
64,306
-60,011
-48% -$3.6M 0.01% 869
2017
Q3 		$7.14M Buy
124,317
+15,615
+14% +$873K 0.02% 618
2017
Q2 		$5.97M Buy
108,702
+957
+0.9% +$51.6K 0.02% 654
2017
Q1 		$5.67M Buy
107,745
+224
+0.2% +$11.6K 0.02% 654
2016
Q4 		$5.27M Sell
107,521
-80,108
-43% -$3.94M 0.02% 644
2016
Q3 		$9.47M Sell
187,629
-62
-0% -$3.15K 0.04% 390
2016
Q2 		$9.36M Sell
187,691
-15,285
-8% -$743K 0.04% 380
2016
Q1 		$9.8M Buy
202,976
+146,512
+259% +$6.71M 0.05% 338
2015
Q4 		$2.72M Sell
56,464
-14,445
-20% -$697K 0.01% 821
2015
Q3 		$3.24M Buy
70,909
+32,738
+86% +$1.59M 0.02% 706
2015
Q2 		$1.85M Buy
38,171
+4,335
+13% +$211K 0.01% 1045
2015
Q1 		$1.65M Buy
33,836
+2,733
+9% +$130K 0.01% 1020
2014
Q4 		$1.45M Buy
31,103
+10,783
+53% +$484K 0.01% 1079
2014
Q3 		$885K Buy
20,320
+11,078
+120% +$487K 0.01% 1200
2014
Q2 		$405K Sell
9,242
-11,450
-55% -$482K ﹤0.01% 1617
2014
Q1 		$864K Buy
+20,692
New +$853K 0.01% 1151

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Stifel Financial's FTC Position: Q1 2026 in Review

Stifel Financial increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 19% in Q1 2026, buying an estimated $1.49M and bringing the position to 58,169 shares worth $8.97M. The position accounts for 0.01% of the portfolio, ranked #1015.

Stifel Financial first reported a position in FTC in Q1 2014 and has held it in 49 quarters since. The position peaked at $9.8M in Q1 2016. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Stifel Financial held 58,169 shares of First Trust Large Cap Growth AlphaDEX Fund worth $8.97M as of Q1 2026.
  • Stifel Financial bought 9,257 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $1.49M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1015 holding.
  • Stifel Financial first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's First Trust Large Cap Growth AlphaDEX Fund position peaked at $9.8M in Q1 2016.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.