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Carolinas Wealth Consulting’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Carolinas Wealth Consulting’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
2020
Q3 		– Sell
-426
Closed -$33K – 953
2020
Q2 		$33K Buy
+426
New +$29.9K 0.01% 243

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carolinas Wealth Consulting's FTC Position: Q3 2020 in Review

Carolinas Wealth Consulting sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2020, closing a stake of 426 shares — an estimated $33K sold.

Carolinas Wealth Consulting first reported a position in FTC in Q2 2020 and held it in 1 quarter. The position peaked at $33K in Q2 2020. 131 funds tracked by Wall St. Rank hold FTC as of Q3 2020.

  • Carolinas Wealth Consulting reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 426 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2020, an estimated $33K.
  • Carolinas Wealth Consulting first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's First Trust Large Cap Growth AlphaDEX Fund position peaked at $33K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2020, filed 12 Nov 2020.