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

Cetera 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
2024
Q1 		$4.08M Buy
33,117
+14,537
+78% +$1.69M 0.03% 521
2023
Q4 		$2.04M Sell
18,580
-242
-1% -$24.5K 0.03% 499
2023
Q3 		$1.82M Sell
18,822
-1,731
-8% -$174K 0.03% 497
2023
Q2 		$2.08M Sell
20,553
-381
-2% -$36K 0.03% 451
2023
Q1 		$1.95M Sell
20,934
-55
-0.3% -$5.11K 0.03% 459
2022
Q4 		$1.92M Buy
20,989
+4,760
+29% +$441K 0.03% 457
2022
Q3 		$1.39M Sell
16,229
-335
-2% -$31.4K 0.04% 450
2022
Q2 		$1.46M Sell
16,564
-178
-1% -$17.1K 0.03% 466
2022
Q1 		$1.79M Buy
16,742
+6,079
+57% +$641K 0.04% 442
2021
Q4 		$1.28M Sell
10,663
-298
-3% -$35.3K 0.03% 515
2021
Q3 		$1.22M Buy
10,961
+1,801
+20% +$205K 0.02% 544
2021
Q2 		$1.01M Buy
9,160
+6,452
+238% +$666K 0.02% 544
2021
Q1 		$264K Buy
2,708
+100
+4% +$9.91K 0.01% 1018
2020
Q4 		$252K Buy
2,608
+200
+8% +$18K 0.01% 893
2020
Q3 		$202K Buy
+2,408
New +$198K 0.01% 881
2015
Q3 		– Sell
-89,011
Closed -$4.32M – 702
2015
Q2 		$4.32M Buy
89,011
+6,169
+7% +$301K 0.37% 63
2015
Q1 		$4.03M Sell
82,842
-860
-1% -$40.8K 0.37% 58
2014
Q4 		$3.89M Buy
83,702
+4,233
+5% +$190K 0.38% 59
2014
Q3 		$3.46M Buy
79,469
+9,383
+13% +$413K 0.26% 60
2014
Q2 		$3.08M Buy
70,086
+10,170
+17% +$428K 0.35% 62
2014
Q1 		$2.5M Buy
59,916
+5,180
+9% +$213K 0.34% 64
2013
Q4 		$2.24M Buy
54,736
+4,179
+8% +$163K 0.33% 70
2013
Q3 		$1.88M Sell
50,557
-930
-2% -$33.7K 0.34% 73
2013
Q2 		$1.78M Buy
+51,487
New +$1.77M 0.37% 65

Other funds holding FTC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors's FTC Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 78% in Q1 2024, buying an estimated $1.69M and bringing the position to 33,117 shares worth $4.08M. The position accounts for 0.03% of the portfolio, ranked #521.

Cetera Advisors first reported a position in FTC in Q2 2013 and has held it in 24 quarters since. The position peaked at $4.32M in Q2 2015. 191 funds tracked by Wall St. Rank hold FTC as of Q1 2024.

  • Cetera Advisors held 33,117 shares of First Trust Large Cap Growth AlphaDEX Fund worth $4.08M as of Q1 2024.
  • Cetera Advisors bought 14,537 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $1.69M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #521 holding.
  • Cetera Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2013 and has held it in 24 quarters since.
  • Cetera Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $4.32M in Q2 2015.
  • 191 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.