Capital Investment Advisory Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Capital Investment Advisory 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
2019 Q4	–	Sell	-166	Closed	-$12K	–	818
2019 Q3	$12K	Buy	166 +75	+82%	+$5.32K	﹤0.01%	932
2019 Q2	$7K	Hold	91	–	–	﹤0.01%	1051
2019 Q1	$6K	Hold	91	–	–	﹤0.01%	933
2018 Q4	$5K	Buy	+91	New	+$5.66K	﹤0.01%	929

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

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

Capital Investment Advisory Services's FTC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2019, closing a stake of 166 shares — an estimated $12K sold.

Capital Investment Advisory Services first reported a position in FTC in Q4 2018 and held it in 4 quarters. The position peaked at $12K in Q3 2019. 128 funds tracked by Wall St. Rank hold FTC as of Q4 2019.

Capital Investment Advisory Services reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 166 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2019, an estimated $12K.
Capital Investment Advisory Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $12K in Q3 2019.
128 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.