Cadence Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Cadence 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
2022 Q3	–	Sell	-10,187	Closed	-$119K	–	31
2022 Q2	$119K	Buy	+10,187	New	+$976K	0.12%	34

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cadence Wealth Management's FTC Position: Q3 2022 in Review

Cadence Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2022, closing a stake of 10,187 shares — an estimated $119K sold.

Cadence Wealth Management first reported a position in FTC in Q2 2022 and held it in 1 quarter. The position peaked at $119K in Q2 2022. 160 funds tracked by Wall St. Rank hold FTC as of Q3 2022.

Cadence Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Cadence Wealth Management sold 10,187 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $119K.
Cadence Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
Cadence Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $119K in Q2 2022.
160 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2022.

Based on Cadence Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.