AWAG
FTC icon

ARS Wealth Advisors Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

ARS Wealth Advisors Group’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
-3,241
Closed -$286K – 157
2022
Q2 		$286K Buy
+3,241
New +$311K 0.04% 131

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
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

ARS Wealth Advisors Group's FTC Position: Q3 2022 in Review

ARS Wealth Advisors Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2022, closing a stake of 3,241 shares — an estimated $286K sold.

ARS Wealth Advisors Group first reported a position in FTC in Q2 2022 and held it in 1 quarter. The position peaked at $286K in Q2 2022. 160 funds tracked by Wall St. Rank hold FTC as of Q3 2022.

  • ARS Wealth Advisors Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 3,241 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $286K.
  • ARS Wealth Advisors Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • ARS Wealth Advisors Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $286K in Q2 2022.
  • 160 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2022, filed 8 Nov 2022.