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Summit Investment Advisory Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Summit Investment Advisory Services’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 		$209K Buy
+1,080
New +$191K 0.05% 85

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 Investment Advisory Services's FTC Position: Q2 2026 in Review

Summit Investment Advisory Services opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2026: 1,080 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #85 among its holdings.

224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Summit Investment Advisory Services held 1,080 shares of First Trust Large Cap Growth AlphaDEX Fund worth $209K as of Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund was a new Summit Investment Advisory Services position in Q2 2026.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.05% of Summit Investment Advisory Services's portfolio in Q2 2026, its #85 holding.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.