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Who owns FTC?

Institutional ownership of First Trust Large Cap Growth AlphaDEX Fund from Form 13F, Q2 2026

224 institutional managers reported holding First Trust Large Cap Growth AlphaDEX Fund (FTC) in Form 13F filings for Q2 2026, with 5,075,573 shares worth $982M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 69,625 shares (+1.4%). 26 opened new positions and 8 sold out.

Funds holding
224
Value held
$982M
New / sold out
26 / 8
Net shares, same filers
+1.4%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of FTC

FundValueShare of 13F holdingsSharesMove
Morgan Stanley$139M14.1%717,082Added
LPL Financial LLC$130M13.2%669,373Trimmed
Janney Montgomery Scott LLC$85.3M8.7%440,151Trimmed
Wells Fargo & Company$65.6M6.7%338,661Trimmed
UBS Group AG$43.7M4.4%225,676Added
Raymond James Financial Inc$32.8M3.3%169,427Trimmed
Baird Financial Group, Inc.$29.6M3.0%152,775Added
Commonwealth Equity Services, LLC$29.4M3.0%151,776Trimmed
Cambridge Investment Research Advisors, Inc.$27.6M2.8%142,278Added
Bank of America Corp$26.2M2.7%135,002Trimmed
CX Institutional$21.2M2.2%109,235Trimmed
Cetera Investment Advisers$18.5M1.9%95,400Added
Kingsview Wealth Management, LLC$18.3M1.9%94,357Trimmed
Benjamin Edwards Inc$15.4M1.6%79,225Added
Stifel Financial Corp$14.1M1.4%72,538Added
Royal Bank of Canada$13.2M1.3%68,111Trimmed
&partners$11.7M1.3%66,595Added
Arax Advisory Partners$9.3M0.9%47,775Added
Harbour Investments, Inc.$9.1M0.9%46,986Trimmed
Spirit of America Management Corp$8.1M0.8%42,056Added
D.a. Davidson & Co.$7.3M0.7%37,733Unchanged
Northwestern Mutual Wealth Management Co$7.3M0.7%37,518Added
Envestnet Asset Management Inc$7.0M0.7%36,193Added
Virtu Financial LLC$6.9M0.7%35,585Trimmed
Integrated Wealth Concepts LLC$6.8M0.7%35,105Added

Share of 13F holdings is each fund's shares as a share of the 5,075,573 FTC shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. &partners Added+$11.2M
  2. Cambridge Investment Research Advisors, Inc. Added+$9.6M
  3. Arax Advisory Partners Added+$9.2M
  4. Spirit of America Management Corp Added+$8.1M
  5. Integrated Wealth Concepts LLC Added+$5.2M
  6. Morgan Stanley Added+$4.6M
  7. Benjamin Edwards Inc Added+$3.3M
  8. Stifel Financial Corp Added+$2.8M
  9. Ameriprise Financial Inc Added+$2.4M
  10. Natixis Advisors, LLC New+$2.0M

Biggest sellers in Q2 2026

  1. Wells Fargo & Company Trimmed-$16.3M
  2. Raymond James Financial Inc Trimmed-$7.6M
  3. Greenup Street Wealth Management LLC Sold out-$3.7M
  4. Gateway Wealth Partners, LLC Trimmed-$3.5M
  5. Win Advisors, Inc Trimmed-$3.1M
  6. Independent Advisor Alliance Sold out-$1.9M
  7. Flow Traders U.s. LLC Sold out-$1.8M
  8. Susquehanna International Group, LLP Trimmed-$1.7M
  9. Goldman Sachs Group Inc Trimmed-$1.7M
  10. Citadel Advisors LLC Sold out-$1.5M

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $73.7M and sold $59.0M; 47 added and 81 trimmed.

Questions about FTC ownership

Who owns FTC stock?
224 institutional investment managers reported FTC positions in their Form 13F filings for Q2 2026, holding 5,075,573 shares worth $982M in total. Morgan Stanley reported the largest position.
Are funds buying or selling FTC?
In Q2 2026, 26 managers opened new FTC positions, 47 added, 81 trimmed and 8 sold out. Managers that filed in both quarters added a net 69,625 shares.
How current is this FTC institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FTC by CUSIP. Options are left out. FTC news and filings · FTC insider trades · Top funds