Advisor Resource Council’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Advisor Resource Council’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 Q3	–	Sell	-2,279	Closed	-$201K	–	272
2022 Q2	$201K	Buy	+2,279	New	+$218K	0.02%	484
2022 Q1	–	Sell	-2,657	Closed	-$319K	–	324
2021 Q4	$319K	Buy	+2,657	New	+$315K	0.02%	421
2021 Q3	–	Sell	-1,977	Closed	-$217K	–	309
2021 Q2	$217K	Buy	+1,977	New	+$204K	0.02%	454

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

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

RJFSA

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Advisor Resource Council's FTC Position: Q3 2022 in Review

Advisor Resource Council sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2022, closing a stake of 2,279 shares — an estimated $201K sold.

Advisor Resource Council first reported a position in FTC in Q2 2021 and held it in 3 quarters. The position peaked at $319K in Q4 2021. 160 funds tracked by Wall St. Rank hold FTC as of Q3 2022.

Advisor Resource Council reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 2,279 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $201K.
Advisor Resource Council first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2021 and held it in 3 quarters.
Advisor Resource Council's First Trust Large Cap Growth AlphaDEX Fund position peaked at $319K in Q4 2021.
160 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.