1900 Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

1900 Wealth Management’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
2022 Q2	–	Sell	-6,508	Closed	-$694K	–	230
2022 Q1	$694K	Hold	6,508	–	–	0.07%	143
2021 Q4	$783K	Hold	6,508	–	–	0.07%	142
2021 Q3	$723K	Hold	6,508	–	–	0.07%	142
2021 Q2	$714K	Buy	+6,508	New	+$672K	0.07%	135

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1900 Wealth Management's FTC Position: Q2 2022 in Review

1900 Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2022, closing a stake of 6,508 shares — an estimated $694K sold.

1900 Wealth Management first reported a position in FTC in Q2 2021 and held it in 4 quarters. The position peaked at $783K in Q4 2021. 155 funds tracked by Wall St. Rank hold FTC as of Q2 2022.

1900 Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
1900 Wealth Management sold 6,508 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $694K.
1900 Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2021 and held it in 4 quarters.
1900 Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $783K in Q4 2021.
155 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2022.

Based on 1900 Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.