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

CEDRUS’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
2022
Q2 		– Sell
-1,919
Closed -$205K – 146
2022
Q1 		$205K Hold
1,919
– – 0.18% 140
2021
Q4 		$231K Buy
+1,919
New +$227K 0.22% 134

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CEDRUS's FTC Position: Q2 2022 in Review

CEDRUS sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2022, closing a stake of 1,919 shares — an estimated $205K sold.

CEDRUS first reported a position in FTC in Q4 2021 and held it in 2 quarters. The position peaked at $231K in Q4 2021. 155 funds tracked by Wall St. Rank hold FTC as of Q2 2022.

  • CEDRUS reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • CEDRUS sold 1,919 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $205K.
  • CEDRUS first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • CEDRUS's First Trust Large Cap Growth AlphaDEX Fund position peaked at $231K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2022.

Based on CEDRUS's 13F filing for Q2 2022, filed 19 Jan 2024.