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

Summit 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
Q2 		$514K Hold
2,652
– – 0.01% 1080
2026
Q1 		$409K Hold
2,652
– – 0.01% 1059
2025
Q4 		$424K Buy
2,652
+227
+9% +$36.3K 0.01% 941
2025
Q3 		$390K Buy
+2,425
New +$378K 0.01% 969

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

Summit Financial's FTC Position: Q2 2026 in Review

Summit Financial held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 2,652 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #1080.

Summit Financial first reported a position in FTC in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Summit Financial held 2,652 shares of First Trust Large Cap Growth AlphaDEX Fund worth $514K as of Q2 2026.
  • Summit Financial left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1080 holding.
  • Summit Financial first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.