Almanack Investment Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Almanack Investment Partners’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
2021 Q4	–	Sell	-2,809	Closed	-$312K	–	530
2021 Q3	$312K	Buy	+2,809	New	+$320K	0.03%	362
2018 Q2	–	Sell	-5,778	Closed	-$369K	–	157
2018 Q1	$369K	Buy	+5,778	New	+$372K	0.14%	68

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

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

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

RJFSA

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Almanack Investment Partners's FTC Position: Q4 2021 in Review

Almanack Investment Partners sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2021, closing a stake of 2,809 shares — an estimated $312K sold.

Almanack Investment Partners first reported a position in FTC in Q1 2018 and held it in 2 quarters. The position peaked at $369K in Q1 2018. 176 funds tracked by Wall St. Rank hold FTC as of Q4 2021.

Almanack Investment Partners reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Almanack Investment Partners sold 2,809 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2021, an estimated $312K.
Almanack Investment Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
Almanack Investment Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $369K in Q1 2018.
176 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2021.

Based on Almanack Investment Partners's 13F filing for Q4 2021, filed 11 Feb 2022.