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Aris Wealth Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Aris Wealth Services’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
2015
Q3 		$40K Hold
871
– – 0.08% 101
2015
Q2 		$42K Buy
+871
New +$42.5K 0.04% 236

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aris Wealth Services's FTC Position: Q3 2015 in Review

Aris Wealth Services held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q3 2015 at 871 shares worth $40K. The position accounts for 0.08% of the portfolio, ranked #101.

Aris Wealth Services first reported a position in FTC in Q2 2015 and has held it in 2 quarters since. The position peaked at $42K in Q2 2015. 62 funds tracked by Wall St. Rank hold FTC as of Q3 2015.

  • Aris Wealth Services held 871 shares of First Trust Large Cap Growth AlphaDEX Fund worth $40K as of Q3 2015.
  • Aris Wealth Services left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q3 2015.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.08% of Aris Wealth Services's portfolio in Q3 2015, its #101 holding.
  • Aris Wealth Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $42K in Q2 2015.
  • 62 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.