CapWealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

CapWealth Advisors’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 Q4	–	Sell	-6,742	Closed	-$474K	–	102
2018 Q3	$474K	Buy	6,742 +1,154	+21%	+$79.2K	0.08%	82
2018 Q2	$369K	Buy	+5,588	New	+$367K	0.07%	86

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

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

RJFSA

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

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

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

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

CCA

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

CapWealth Advisors's FTC Position: Q4 2018 in Review

CapWealth Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2018, closing a stake of 6,742 shares — an estimated $474K sold.

CapWealth Advisors first reported a position in FTC in Q2 2018 and held it in 2 quarters. The position peaked at $474K in Q3 2018. 110 funds tracked by Wall St. Rank hold FTC as of Q4 2018.

CapWealth Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
CapWealth Advisors sold 6,742 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2018, an estimated $474K.
CapWealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2018 and held it in 2 quarters.
CapWealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $474K in Q3 2018.
110 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2018.

Based on CapWealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.