Arden Trust’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Arden Trust’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	-98,435	Closed	-$10.8M	–	255
2023 Q4	$10.8M	Sell	98,435 -1,648	-2%	-$167K	1.58%	20
2023 Q3	$9.68M	Sell	100,083 -25,167	-20%	-$2.53M	1.61%	20
2023 Q2	$12.7M	Buy	125,250 +4,590	+4%	+$434K	2.08%	13
2023 Q1	$11.2M	Buy	+120,660	New	+$11.2M	2.03%	10
2019 Q2	–	Sell	-22,675	Closed	-$1.52M	–	357
2019 Q1	$1.52M	Buy	22,675 +8,012	+55%	+$508K	0.24%	89
2018 Q4	$841K	Buy	14,663 +6,932	+90%	+$431K	0.15%	142
2018 Q3	$544K	Buy	+7,731	New	+$531K	0.08%	212

Other funds holding FTC

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

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

Arden Trust's FTC Position: Q1 2024 in Review

Arden Trust sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2024, closing a stake of 98,435 shares — an estimated $10.8M sold.

Arden Trust first reported a position in FTC in Q3 2018 and held it in 7 quarters. The position peaked at $12.7M in Q2 2023. 191 funds tracked by Wall St. Rank hold FTC as of Q1 2024.

Arden Trust reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Arden Trust sold 98,435 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $10.8M.
Arden Trust first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2018 and held it in 7 quarters.
Arden Trust's First Trust Large Cap Growth AlphaDEX Fund position peaked at $12.7M in Q2 2023.
191 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2024.

Based on Arden Trust's 13F filing for Q1 2024, filed 3 Apr 2024.