UBS Group
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UBS Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

UBS Group’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 		$34M Sell
220,814
-6,277
-3% -$1.01M 0.01% 2035
2025
Q4 		$36.3M Sell
227,091
-4,897
-2% -$784K 0.01% 1975
2025
Q3 		$37.3M Sell
231,988
-5,817
-2% -$908K 0.01% 1932
2025
Q2 		$35.9M Sell
237,805
-26,407
-10% -$3.63M 0.01% 1812
2025
Q1 		$34.7M Sell
264,212
-1,677
-0.6% -$235K 0.01% 1815
2024
Q4 		$36.8M Sell
265,889
-3,850
-1% -$538K 0.01% 1737
2024
Q3 		$35.5M Buy
269,739
+8,565
+3% +$1.06M 0.01% 1401
2024
Q2 		$32M Sell
261,174
-2,954
-1% -$355K 0.01% 1338
2024
Q1 		$32.6M Sell
264,128
-8,156
-3% -$948K 0.01% 1340
2023
Q4 		$29.8M Sell
272,284
-9,401
-3% -$950K 0.01% 1312
2023
Q3 		$27.3M Sell
281,685
-9,429
-3% -$949K 0.01% 1253
2023
Q2 		$29.5M Sell
291,114
-56,009
-16% -$5.3M 0.01% 1169
2023
Q1 		$32.3M Buy
347,123
+4,844
+1% +$450K 0.01% 1039
2022
Q4 		$31.3M Sell
342,279
-2,620
-0.8% -$243K 0.01% 1113
2022
Q3 		$29.5M Sell
344,899
-9,504
-3% -$890K 0.01% 1014
2022
Q2 		$31.2M Sell
354,403
-12,839
-3% -$1.23M 0.01% 1041
2022
Q1 		$39.2M Sell
367,242
-76,825
-17% -$8.11M 0.01% 991
2021
Q4 		$53.4M Buy
444,067
+25,727
+6% +$3.05M 0.02% 920
2021
Q3 		$46.5M Sell
418,340
-19,322
-4% -$2.2M 0.01% 910
2021
Q2 		$48M Buy
437,662
+4,692
+1% +$484K 0.02% 882
2021
Q1 		$42.3M Sell
432,970
-17,622
-4% -$1.75M 0.01% 952
2020
Q4 		$43.5M Sell
450,592
-46,879
-9% -$4.23M 0.01% 862
2020
Q3 		$41.8M Sell
497,471
-35,583
-7% -$2.92M 0.02% 741
2020
Q2 		$40.8M Sell
533,054
-62,624
-11% -$4.39M 0.02% 696
2020
Q1 		$35.7M Sell
595,678
-61,127
-9% -$4.31M 0.02% 699
2019
Q4 		$47.9M Sell
656,805
-24,057
-4% -$1.7M 0.02% 806
2019
Q3 		$47.6M Sell
680,862
-42,694
-6% -$3.03M 0.02% 717
2019
Q2 		$50.9M Sell
723,556
-53,927
-7% -$3.68M 0.02% 661
2019
Q1 		$52.1M Sell
777,483
-31,827
-4% -$2.02M 0.02% 608
2018
Q4 		$46.4M Buy
809,310
+132,195
+20% +$8.22M 0.02% 625
2018
Q3 		$47.6M Sell
677,115
-1,970
-0.3% -$135K 0.02% 697
2018
Q2 		$44.8M Buy
679,085
+8,897
+1% +$585K 0.02% 702
2018
Q1 		$42.8M Sell
670,188
-74,722
-10% -$4.82M 0.02% 705
2017
Q4 		$45.6M Sell
744,910
-7,546
-1% -$452K 0.02% 717
2017
Q3 		$43.2M Buy
752,456
+11,911
+2% +$666K 0.02% 670
2017
Q2 		$40.7M Sell
740,545
-53,578
-7% -$2.89M 0.02% 662
2017
Q1 		$41.8M Sell
794,123
-206,138
-21% -$10.6M 0.02% 623
2016
Q4 		$49.1M Buy
1,000,261
+24,427
+3% +$1.2M 0.03% 554
2016
Q3 		$49.3M Buy
975,834
+95,165
+11% +$4.84M 0.03% 523
2016
Q2 		$43.9M Buy
880,669
+72,595
+9% +$3.53M 0.03% 547
2016
Q1 		$39M Sell
808,074
-75,886
-9% -$3.48M 0.03% 554
2015
Q4 		$42.6M Buy
883,960
+86,860
+11% +$4.19M 0.03% 560
2015
Q3 		$36.4M Buy
797,100
+41,877
+6% +$2.03M 0.03% 588
2015
Q2 		$36.7M Buy
755,223
+69,302
+10% +$3.38M 0.02% 643
2015
Q1 		$33.4M Buy
685,921
+126,260
+23% +$5.99M 0.02% 673
2014
Q4 		$26M Buy
+559,661
New +$25.1M 0.02% 849

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

UBS Group's FTC Position: Q1 2026 in Review

UBS Group reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2.8% in Q1 2026, selling an estimated $1.01M and leaving 220,814 shares worth $34M. The position accounts for 0.01% of the portfolio, ranked #2035.

UBS Group first reported a position in FTC in Q4 2014 and has held it in 46 quarters since. The position peaked at $53.4M in Q4 2021. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • UBS Group held 220,814 shares of First Trust Large Cap Growth AlphaDEX Fund worth $34M as of Q1 2026.
  • UBS Group sold 6,277 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $1.01M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of UBS Group's portfolio in Q1 2026, its #2035 holding.
  • UBS Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $53.4M in Q4 2021.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.