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Buckingham Strategic Wealth’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$324K Hold
2,647
– – ﹤0.01% 582
2024
Q1 		$326K Buy
2,647
+315
+14% +$36.6K ﹤0.01% 569
2023
Q4 		$255K Hold
2,332
– – ﹤0.01% 615
2023
Q3 		$226K Buy
+2,332
New +$235K ﹤0.01% 606

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
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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Buckingham Strategic Wealth's FTC Position: Q2 2024 in Review

Buckingham Strategic Wealth held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q2 2024 at 2,647 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Buckingham Strategic Wealth first reported a position in FTC in Q3 2023 and has held it in 4 quarters since. The position peaked at $326K in Q1 2024. 190 funds tracked by Wall St. Rank hold FTC as of Q2 2024.

  • Buckingham Strategic Wealth held 2,647 shares of First Trust Large Cap Growth AlphaDEX Fund worth $324K as of Q2 2024.
  • Buckingham Strategic Wealth left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q2 2024.
  • First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #582 holding.
  • Buckingham Strategic Wealth first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2023 and has held it in 4 quarters since.
  • Buckingham Strategic Wealth's First Trust Large Cap Growth AlphaDEX Fund position peaked at $326K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.