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B. Riley Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-1,999
Closed -$245K – 1323
2024
Q2 		$245K Sell
1,999
-2,084
-51% -$251K 0.01% 1123
2024
Q1 		$395K Buy
4,083
+1,279
+46% +$149K 0.01% 913
2023
Q4 		$307K Sell
2,804
-1,279
-31% -$129K 0.01% 1045
2023
Q3 		$395K Sell
4,083
-763
-16% -$76.8K 0.01% 913
2023
Q2 		$491K Buy
4,846
+830
+21% +$78.5K 0.01% 863
2023
Q1 		$374K Buy
4,016
+1,690
+73% +$157K 0.01% 945
2022
Q4 		$213K Buy
+2,326
New +$216K 0.01% 1221
2020
Q4 		– Sell
-3,977
Closed -$334K – 1052
2020
Q3 		$334K Sell
3,977
-822
-17% -$67.5K 0.02% 682
2020
Q2 		$368K Buy
4,799
+77
+2% +$5.4K 0.02% 559
2020
Q1 		$283K Buy
4,722
+215
+5% +$15.2K 0.02% 558
2019
Q4 		$329K Sell
4,507
-2,311
-34% -$164K 0.03% 560
2019
Q3 		$478K Buy
6,818
+812
+14% +$57.6K 0.05% 422
2019
Q2 		$423K Buy
6,006
+934
+18% +$63.7K 0.05% 437
2019
Q1 		$340K Buy
5,072
+515
+11% +$32.7K 0.04% 452
2018
Q4 		$262K Sell
4,557
-232
-5% -$14.4K 0.04% 482
2018
Q3 		$337K Buy
4,789
+36
+0.8% +$2.47K 0.04% 457
2018
Q2 		$314K Sell
4,753
-375
-7% -$24.6K 0.04% 450
2018
Q1 		$328K Buy
5,128
+185
+4% +$11.9K 0.05% 423
2017
Q4 		$303K Buy
+4,943
New +$296K 0.04% 440

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Advisors's FTC Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2024, closing a stake of 1,999 shares — an estimated $245K sold.

B. Riley Wealth Advisors first reported a position in FTC in Q4 2017 and held it in 19 quarters. The position peaked at $491K in Q2 2023. 194 funds tracked by Wall St. Rank hold FTC as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,999 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2024, an estimated $245K.
  • B. Riley Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2017 and held it in 19 quarters.
  • B. Riley Wealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $491K in Q2 2023.
  • 194 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.