ETF Holders

Who owns FTC?

US large cap

First Trust Large Cap Growth AlphaDEX Fund · First Trust

224 institutions reported holding FTC, worth $973.8M, in Form 13F filings for June 30, 2026.

13F holders
224
Institutional value
$973.8M
Change from prior quarter
+26.4%
+$203.2M, with price moves
New and sold-out firms
30 / 8
52 added, 82 trimmed

Top 10 institutional holders of FTC

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$138.9M717,082+23,486 shares
LPL Financial LLCFort Mill, SC$129.7M669,373−6,610 shares
Janney Montgomery Scott LLCPhiladelphia, PA$85.3M440,151−5,847 shares
Wells Fargo & CompanySan Francisco, CA$65.6M338,661−84,368 shares
UBS Group AGZurich, Switzerland$43.7M225,676+4,862 shares
Raymond James Financial Inc.St. Petersburg, FL$32.8M169,427−39,050 shares
Baird Financial Group, Inc.Milwaukee, WI$29.6M152,775+1,207 shares
Commonwealth Equity Services, LLCWaltham, MA$29.4M151,776−5,687 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$27.6M142,278+49,728 shares
Bank of America Corp.Charlotte, NC$26.2M135,002−4,547 shares
214 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns FTC?

224 institutional managers reported holding FTC in Form 13F filings for June 30, 2026, worth $973.8M in total. The largest reported position was held by Morgan Stanley, at $138.9M.

Did institutions buy or sell FTC last quarter?

Reported 13F value rose 26.4% from March 31, 2026, which includes price moves as well as buying and selling. 30 firms reported a new position and 8 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FTC ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.