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

Transamerica Financial Advisors’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 		$922K Sell
4,759
-378
-7% -$66.8K 0.08% 217
2026
Q1 		$792K Sell
5,137
-2,601
-34% -$420K 0.07% 232
2025
Q4 		$1.24M Sell
7,738
-297
-4% -$47.5K 0.1% 177
2025
Q3 		$1.29M Sell
8,035
-534
-6% -$83.3K 0.11% 139
2025
Q2 		$1.29M Sell
8,569
-1,103
-11% -$152K 0.12% 128
2025
Q1 		$1.27M Sell
9,672
-435
-4% -$61K 0.13% 133
2024
Q4 		$1.4M Sell
10,107
-1,034
-9% -$144K 0.14% 126
2024
Q3 		$1.47M Sell
11,141
-1,336
-11% -$166K 0.14% 125
2024
Q2 		$1.53M Hold
12,477
– – 0.16% 111
2024
Q1 		$1.54M Buy
12,477
+4,629
+59% +$538K 0.16% 117
2023
Q4 		$860K Sell
7,848
-6,643
-46% -$671K 0.12% 128
2023
Q3 		$1.4M Buy
14,491
+2,890
+25% +$291K 0.19% 94
2023
Q2 		$1.18M Buy
11,601
+11,556
+25,680% +$1.09M 0.15% 118
2023
Q1 		$5K Hold
45
– – ﹤0.01% 329
2022
Q4 		$5K Hold
45
– – ﹤0.01% 337
2022
Q3 		$4K Hold
45
– – ﹤0.01% 341
2022
Q2 		$4K Buy
45
+27
+150% +$2.59K ﹤0.01% 345
2022
Q1 		$2K Hold
18
– – 0.07% 52
2021
Q4 		$3K Hold
18
– – 0.08% 55
2021
Q3 		$2K Hold
18
– – 0.06% 58
2021
Q2 		$2K Hold
18
– – 0.05% 65
2021
Q1 		$2K Sell
18
-492
-96% -$48.7K 0.05% 82
2020
Q4 		$50K Sell
510
-101
-17% -$9.11K 1.03% 27
2020
Q3 		$52K Sell
611
-5,782
-90% -$475K 0.94% 28
2020
Q2 		$490K Buy
6,393
+5,380
+531% +$377K 0.11% 103
2020
Q1 		$61K Buy
1,013
+2
+0.2% +$141 1.09% 26
2019
Q4 		$74K Sell
1,011
-83
-8% -$5.88K 1.03% 27
2019
Q3 		$77K Sell
1,094
-30,124
-96% -$2.14M 0.98% 27
2019
Q2 		$2.2M Buy
31,218
+30,006
+2,476% +$2.05M 0.47% 54
2019
Q1 		$82K Sell
1,212
-31,054
-96% -$1.97M 0.48% 31
2018
Q4 		$1.85M Buy
32,266
+785
+2% +$48.8K 0.47% 50
2018
Q3 		$2.22M Sell
31,481
-76
-0.2% -$5.22K 0.47% 54
2018
Q2 		$2.08M Buy
31,557
+1,163
+4% +$76.4K 0.46% 59
2018
Q1 		$1.94M Sell
30,394
-1,897
-6% -$122K 0.29% 103
2017
Q4 		$1.98M Sell
32,291
-8,986
-22% -$539K 0.26% 115
2017
Q3 		$2.37M Sell
41,277
-5,730
-12% -$320K 0.29% 104
2017
Q2 		$2.58M Sell
47,007
-4,111
-8% -$222K 0.35% 87
2017
Q1 		$2.69M Sell
51,118
-10,747
-17% -$554K 0.32% 90
2016
Q4 		$3.03M Sell
61,865
-24,548
-28% -$1.21M 0.36% 83
2016
Q3 		$4.36M Buy
86,413
+21,972
+34% +$1.12M 0.47% 64
2016
Q2 		$3.21M Buy
64,441
+8,965
+16% +$436K 0.32% 83
2016
Q1 		$2.68M Buy
+55,476
New +$2.54M 0.23% 98

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

Transamerica Financial Advisors's FTC Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 7.4% in Q2 2026, selling an estimated $66.8K and leaving 4,759 shares worth $922K. The position accounts for 0.08% of the portfolio, ranked #217.

Transamerica Financial Advisors first reported a position in FTC in Q1 2016 and has held it in 42 quarters since. The position peaked at $4.36M in Q3 2016. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • Transamerica Financial Advisors held 4,759 shares of First Trust Large Cap Growth AlphaDEX Fund worth $922K as of Q2 2026.
  • Transamerica Financial Advisors sold 378 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $66.8K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.08% of Transamerica Financial Advisors's portfolio in Q2 2026, its #217 holding.
  • Transamerica Financial Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2016 and has held it in 42 quarters since.
  • Transamerica Financial Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $4.36M in Q3 2016.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.