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Aviance Capital Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Aviance Capital 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
2018
Q2 		– Sell
-128
Closed -$8K – 229
2018
Q1 		$8K Buy
+128
New +$8.25K ﹤0.01% 233

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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Aviance Capital Management's FTC Position: Q2 2018 in Review

Aviance Capital Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2018, closing a stake of 128 shares — an estimated $8K sold.

Aviance Capital Management first reported a position in FTC in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 101 funds tracked by Wall St. Rank hold FTC as of Q2 2018.

  • Aviance Capital Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Aviance Capital Management sold 128 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2018, an estimated $8K.
  • Aviance Capital Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Aviance Capital Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $8K in Q1 2018.
  • 101 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.