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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Benjamin F. Edwards & Company
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.