Cavalier Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Cavalier Investments’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
2017 Q4	–	Sell	-8,572	Closed	-$493K	–	147
2017 Q3	$493K	Buy	+8,572	New	+$479K	0.24%	79

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cavalier Investments's FTC Position: Q4 2017 in Review

Cavalier Investments sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2017, closing a stake of 8,572 shares — an estimated $493K sold.

Cavalier Investments first reported a position in FTC in Q3 2017 and held it in 1 quarter. The position peaked at $493K in Q3 2017. 85 funds tracked by Wall St. Rank hold FTC as of Q4 2017.

Cavalier Investments reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
Cavalier Investments sold 8,572 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2017, an estimated $493K.
Cavalier Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
Cavalier Investments's First Trust Large Cap Growth AlphaDEX Fund position peaked at $493K in Q3 2017.
85 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.