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Bartlett & Co Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Bartlett & Co 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
2020
Q3 		– Sell
-81
Closed -$6.21K – 853
2020
Q2 		$6.21K Buy
+81
New +$5.68K ﹤0.01% 721

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's FTC Position: Q3 2020 in Review

Bartlett & Co Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2020, closing a stake of 81 shares — an estimated $6.21K sold.

Bartlett & Co Wealth Management first reported a position in FTC in Q2 2020 and held it in 1 quarter. The position peaked at $6.21K in Q2 2020. 131 funds tracked by Wall St. Rank hold FTC as of Q3 2020.

  • Bartlett & Co Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 81 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2020, an estimated $6.21K.
  • Bartlett & Co Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $6.21K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2020, filed 13 Feb 2024.