Atlas Private Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Atlas Private Wealth 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
2021 Q2	–	Sell	-743	Closed	-$73K	–	204
2021 Q1	$73K	Hold	743	–	–	0.05%	164
2020 Q4	$72K	Hold	743	–	–	0.05%	169
2020 Q3	$62K	Hold	743	–	–	0.05%	169
2020 Q2	$57K	Hold	743	–	–	0.05%	186
2020 Q1	$45K	Hold	743	–	–	0.04%	191
2019 Q4	$54K	Buy	+743	New	+$52.6K	0.04%	202

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

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

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

RJFSA

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

Atlas Private Wealth Management's FTC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2021, closing a stake of 743 shares — an estimated $73K sold.

Atlas Private Wealth Management first reported a position in FTC in Q4 2019 and held it in 6 quarters. The position peaked at $73K in Q1 2021. 147 funds tracked by Wall St. Rank hold FTC as of Q2 2021.

Atlas Private Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 743 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $73K.
Atlas Private Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $73K in Q1 2021.
147 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.