American Institute for Advanced Investment Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

American Institute for Advanced Investment 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
2024 Q1	–	Sell	-2,445	Closed	-$268K	–	131
2023 Q4	$268K	Buy	2,445 +60	+3%	+$6.06K	0.24%	96
2023 Q3	$231K	Buy	+2,385	New	+$240K	0.21%	106

Other funds holding FTC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

American Institute for Advanced Investment Management's FTC Position: Q1 2024 in Review

American Institute for Advanced Investment Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2024, closing a stake of 2,445 shares — an estimated $268K sold.

American Institute for Advanced Investment Management first reported a position in FTC in Q3 2023 and held it in 2 quarters. The position peaked at $268K in Q4 2023. 191 funds tracked by Wall St. Rank hold FTC as of Q1 2024.

American Institute for Advanced Investment Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
American Institute for Advanced Investment Management sold 2,445 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $268K.
American Institute for Advanced Investment Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2023 and held it in 2 quarters.
American Institute for Advanced Investment Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $268K in Q4 2023.
191 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2024.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.