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Stonebridge Financial Planning Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Stonebridge Financial Planning 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 		$1.01M Sell
5,209
-251
-5% -$44.4K 0.32% 92
2026
Q1 		$842K Sell
5,460
-100
-2% -$16.1K 0.31% 91
2025
Q4 		$889K Sell
5,560
-300
-5% -$48K 0.32% 91
2025
Q3 		$941K Sell
5,860
-545
-9% -$85K 0.35% 83
2025
Q2 		$967K Sell
6,405
-200
-3% -$27.5K 0.4% 73
2025
Q1 		$868K Sell
6,605
-455
-6% -$63.8K 0.4% 77
2024
Q4 		$976K Hold
7,060
– – 0.44% 67
2024
Q3 		$928K Sell
7,060
-255
-3% -$31.7K 0.44% 63
2024
Q2 		$896K Sell
7,315
-475
-6% -$57.1K 0.45% 63
2024
Q1 		$960K Sell
7,790
-200
-3% -$23.2K 0.51% 54
2023
Q4 		$875K Sell
7,990
-1,892
-19% -$191K 0.5% 51
2023
Q3 		$956K Sell
9,882
-325
-3% -$32.7K 0.61% 47
2023
Q2 		$1.03M Sell
10,207
-445
-4% -$42.1K 0.63% 48
2023
Q1 		$991K Sell
10,652
-99
-0.9% -$9.21K 0.64% 50
2022
Q4 		$983K Sell
10,751
-400
-4% -$37.1K 0.65% 52
2022
Q3 		$954K Sell
11,151
-619
-5% -$57.9K 0.67% 48
2022
Q2 		$1.04M Sell
11,770
-1,960
-14% -$188K 0.7% 46
2022
Q1 		$1.47M Buy
13,730
+340
+3% +$35.9K 0.82% 41
2021
Q4 		$1.37M Sell
13,390
-165
-1% -$19.5K 0.72% 40
2021
Q3 		$1.65M Sell
13,555
-565
-4% -$64.4K 0.8% 35
2021
Q2 		$1.56M Sell
14,120
-305
-2% -$31.5K 0.83% 38
2021
Q1 		$1.48M Sell
14,425
-875
-6% -$86.7K 0.86% 33
2020
Q4 		$1.48M Sell
15,300
-315
-2% -$28.4K 0.94% 31
2020
Q3 		$1.38M Sell
15,615
-460
-3% -$37.8K 0.99% 30
2020
Q2 		$1.25M Sell
16,075
-403
-2% -$28.3K 1.07% 27
2020
Q1 		$1.04M Buy
16,478
+569
+4% +$40.1K 1.04% 27
2019
Q4 		$1.16M Buy
+15,909
New +$1.13M 1.05% 28

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

Stonebridge Financial Planning Group's FTC Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 4.6% in Q2 2026, selling an estimated $44.4K and leaving 5,209 shares worth $1.01M. The position accounts for 0.32% of the portfolio, ranked #92.

Stonebridge Financial Planning Group first reported a position in FTC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.65M in Q3 2021. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Stonebridge Financial Planning Group held 5,209 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.01M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 251 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $44.4K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.32% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #92 holding.
  • Stonebridge Financial Planning Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.65M in Q3 2021.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.