Acorn Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-403	Closed	-$27K	–	234
2018 Q2	$27K	Sell	403 -20	-5%	-$1.31K	0.02%	352
2018 Q1	$27K	Sell	423 -34	-7%	-$2.19K	0.02%	349
2017 Q4	$29K	Buy	+457	New	+$27.4K	0.03%	329

Other funds holding FTC

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

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

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

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

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorn Wealth Advisors's FTC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2018, closing a stake of 403 shares — an estimated $27K sold.

Acorn Wealth Advisors first reported a position in FTC in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q4 2017. 104 funds tracked by Wall St. Rank hold FTC as of Q3 2018.

Acorn Wealth Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 403 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2018, an estimated $27K.
Acorn Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $29K in Q4 2017.
104 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.