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StoneX Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

StoneX 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
Q1 		– Sell
-4,822
Closed -$771K – 1034
2025
Q4 		$771K Sell
4,822
-799
-14% -$128K 0.03% 413
2025
Q3 		$903K Sell
5,621
-150
-3% -$23.4K 0.04% 387
2025
Q2 		$871K Sell
5,771
-901
-14% -$124K 0.04% 370
2025
Q1 		$877K Sell
6,672
-675
-9% -$94.6K 0.05% 320
2024
Q4 		$1.02M Sell
7,347
-1,662
-18% -$232K 0.06% 277
2024
Q3 		$1.18M Buy
+9,009
New +$1.12M 0.53% 39
2023
Q1 		– Sell
-16,229
Closed -$1.48M – 538
2022
Q4 		$1.48M Sell
16,229
-636
-4% -$59K 0.22% 74
2022
Q3 		$1.44M Sell
16,865
-2,976
-15% -$279K 0.27% 70
2022
Q2 		$1.75M Buy
19,841
+140
+0.7% +$13.4K 0.29% 62
2022
Q1 		$2.1M Sell
19,701
-2,521
-11% -$266K 0.2% 101
2021
Q4 		$2.67M Buy
22,222
+767
+4% +$90.8K 0.31% 68
2021
Q3 		$2.38M Sell
21,455
-222
-1% -$25.3K 0.34% 63
2021
Q2 		$2.38M Buy
21,677
+11,534
+114% +$1.19M 0.35% 54
2021
Q1 		$990K Sell
10,143
-1,323
-12% -$131K 0.18% 113
2020
Q4 		$1.11M Sell
11,466
-2,104
-16% -$190K 0.24% 81
2020
Q3 		$1.14M Sell
13,570
-258
-2% -$21.2K 0.37% 57
2020
Q2 		$1.06M Buy
13,828
+315
+2% +$22.1K 0.4% 58
2020
Q1 		$810K Sell
13,513
-8,413
-38% -$593K 0.43% 67
2019
Q4 		$1.6M Buy
21,926
+6,924
+46% +$490K 0.65% 37
2019
Q3 		$1.05M Buy
15,002
+940
+7% +$66.6K 0.66% 43
2019
Q2 		$989K Sell
14,062
-62
-0.4% -$4.23K 0.64% 45
2019
Q1 		$946K Sell
14,124
-1,535
-10% -$97.4K 0.72% 37
2018
Q4 		$898K Buy
15,659
+6
+0% +$373 0.87% 26
2018
Q3 		$1.1M Buy
15,653
+3,519
+29% +$242K 0.82% 29
2018
Q2 		$800K Buy
12,134
+1,585
+15% +$104K 0.69% 39
2018
Q1 		$673K Buy
10,549
+3,991
+61% +$257K 0.64% 41
2017
Q4 		$401K Buy
6,558
+329
+5% +$19.7K 0.42% 82
2017
Q3 		$358K Buy
6,229
+2,229
+56% +$125K 0.45% 90
2017
Q2 		$220K Buy
+4,000
New +$216K 0.07% 347

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

StoneX Group's FTC Position: Q1 2026 in Review

StoneX Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026, closing a stake of 4,822 shares — an estimated $771K sold.

StoneX Group first reported a position in FTC in Q2 2017 and held it in 29 quarters. The position peaked at $2.67M in Q4 2021. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • StoneX Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 4,822 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $771K.
  • StoneX Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2017 and held it in 29 quarters.
  • StoneX Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.67M in Q4 2021.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.