Baron Silver Stevens Financial Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Baron Silver Stevens Financial 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
2021 Q1	–	Sell	-2,033	Closed	-$196K	–	198
2020 Q4	$196K	Buy	+2,033	New	+$183K	0.07%	63

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

RJFSA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's FTC Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2021, closing a stake of 2,033 shares — an estimated $196K sold.

Baron Silver Stevens Financial Advisors first reported a position in FTC in Q4 2020 and held it in 1 quarter. The position peaked at $196K in Q4 2020. 148 funds tracked by Wall St. Rank hold FTC as of Q1 2021.

Baron Silver Stevens Financial Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 2,033 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2021, an estimated $196K.
Baron Silver Stevens Financial Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
Baron Silver Stevens Financial Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $196K in Q4 2020.
148 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.