Catalyst Private Wealth’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Catalyst Private Wealth’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 Q4	–	Sell	-1,816	Closed	-$152K	–	140
2020 Q3	$152K	Buy	+1,816	New	+$149K	0.15%	62

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Catalyst Private Wealth's FTC Position: Q4 2020 in Review

Catalyst Private Wealth sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2020, closing a stake of 1,816 shares — an estimated $152K sold.

Catalyst Private Wealth first reported a position in FTC in Q3 2020 and held it in 1 quarter. The position peaked at $152K in Q3 2020. 143 funds tracked by Wall St. Rank hold FTC as of Q4 2020.

Catalyst Private Wealth reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 1,816 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2020, an estimated $152K.
Catalyst Private Wealth first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's First Trust Large Cap Growth AlphaDEX Fund position peaked at $152K in Q3 2020.
143 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.