Valmark Advisers’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Valmark Advisers’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 Q3	$653K	Buy	+3,681	New	+$660K	0.01%	458

Other funds holding FTC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Valmark Advisers's FTC Position: Q3 2026 in Review

Valmark Advisers opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2026: 3,681 shares worth $653K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings.

134 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

Valmark Advisers held 3,681 shares of First Trust Large Cap Growth AlphaDEX Fund worth $653K as of Q3 2026.
First Trust Large Cap Growth AlphaDEX Fund was a new Valmark Advisers position in Q3 2026.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Valmark Advisers's portfolio in Q3 2026, its #458 holding.
134 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.