Calton & Associates’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-1,674	Closed	-$110K	–	674
2017 Q4	$110K	Buy	+1,674	New	+$100K	0.03%	465

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Calton & Associates's FTC Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2018, closing a stake of 1,674 shares — an estimated $110K sold.

Calton & Associates first reported a position in FTC in Q4 2017 and held it in 1 quarter. The position peaked at $110K in Q4 2017. 94 funds tracked by Wall St. Rank hold FTC as of Q1 2018.

Calton & Associates reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,674 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2018, an estimated $110K.
Calton & Associates first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's First Trust Large Cap Growth AlphaDEX Fund position peaked at $110K in Q4 2017.
94 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.