Bickling Financial Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Bickling Financial Services’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
2022 Q4	$216K	Buy	2,364 +9	+0.4%	+$834	0.13%	111
2022 Q3	$202K	Sell	2,355 -144	-6%	-$13.5K	0.14%	110
2022 Q2	$220K	Sell	2,499 -154	-6%	-$14.8K	0.14%	110
2022 Q1	$283K	Sell	2,653 -37	-1%	-$3.9K	0.15%	105
2021 Q4	$323K	Hold	2,690	–	–	0.16%	97
2021 Q3	$299K	Buy	2,690 +80	+3%	+$9.12K	0.15%	91
2021 Q2	$287K	Sell	2,610 -160	-6%	-$16.5K	0.13%	100
2021 Q1	$270K	Sell	2,770 -1,650	-37%	-$163K	0.14%	92
2020 Q4	$427K	Buy	+4,420	New	+$399K	0.26%	61

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bickling Financial Services's FTC Position: Q4 2022 in Review

Bickling Financial Services increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.38% in Q4 2022, buying an estimated $834 and bringing the position to 2,364 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #111.

Bickling Financial Services first reported a position in FTC in Q4 2020 and has held it in 9 quarters since. The position peaked at $427K in Q4 2020. 165 funds tracked by Wall St. Rank hold FTC as of Q4 2022.

Bickling Financial Services held 2,364 shares of First Trust Large Cap Growth AlphaDEX Fund worth $216K as of Q4 2022.
Bickling Financial Services bought 9 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2022, an estimated $834.
First Trust Large Cap Growth AlphaDEX Fund made up 0.13% of Bickling Financial Services's portfolio in Q4 2022, its #111 holding.
Bickling Financial Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $427K in Q4 2020.
165 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.