Trifecta Capital Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Trifecta Capital 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	$54.6K	Hold	282	–	–	0.01%	186
2026 Q1	$43.5K	Hold	282	–	–	0.01%	180
2025 Q4	$45.1K	Hold	282	–	–	0.01%	172
2025 Q3	$45.3K	Hold	282	–	–	0.01%	175
2025 Q2	$42.6K	Hold	282	–	–	0.01%	179
2025 Q1	$37.1K	Hold	282	–	–	0.01%	158
2024 Q4	$39K	Hold	282	–	–	0.01%	154
2024 Q3	$37.1K	Hold	282	–	–	0.01%	159
2024 Q2	$34.6K	Hold	282	–	–	0.01%	163
2024 Q1	$34.8K	Hold	282	–	–	0.01%	153
2023 Q4	$30.9K	Hold	282	–	–	0.01%	157
2023 Q3	$27.3K	Hold	282	–	–	0.01%	165
2023 Q2	$28.6K	Hold	282	–	–	0.01%	170
2023 Q1	$26.2K	Hold	282	–	–	0.01%	174
2022 Q4	$25.8K	Buy	+282	New	+$26.1K	0.01%	160

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Trifecta Capital Advisors's FTC Position: Q2 2026 in Review

Trifecta Capital Advisors held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2026 at 282 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #186.

Trifecta Capital Advisors first reported a position in FTC in Q4 2022 and has held it in 15 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Trifecta Capital Advisors held 282 shares of First Trust Large Cap Growth AlphaDEX Fund worth $54.6K as of Q2 2026.
Trifecta Capital Advisors 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 Trifecta Capital Advisors's portfolio in Q2 2026, its #186 holding.
Trifecta Capital Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.