Trask Adam Roland’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Trask Adam Roland’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	$15.4K	Buy	+100	New	+$16.1K	0.01%	156

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Trask Adam Roland's FTC Position: Q1 2026 in Review

Trask Adam Roland opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2026: 100 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #156 among its holdings.

207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

Trask Adam Roland held 100 shares of First Trust Large Cap Growth AlphaDEX Fund worth $15.4K as of Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Trask Adam Roland position in Q1 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Trask Adam Roland's portfolio in Q1 2026, its #156 holding.
207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.