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

Clearstead 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
2020
Q3 		– Sell
-490
Closed -$38K – 902
2020
Q2 		$38K Hold
490
– – ﹤0.01% 461
2020
Q1 		$29K Buy
+490
New +$34.5K ﹤0.01% 463

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

Clearstead Advisors's FTC Position: Q3 2020 in Review

Clearstead Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2020, closing a stake of 490 shares — an estimated $38K sold.

Clearstead Advisors first reported a position in FTC in Q1 2020 and held it in 2 quarters. The position peaked at $38K in Q2 2020. 131 funds tracked by Wall St. Rank hold FTC as of Q3 2020.

  • Clearstead Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Clearstead Advisors sold 490 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2020, an estimated $38K.
  • Clearstead Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2020 and held it in 2 quarters.
  • Clearstead Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $38K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2020.

Based on Clearstead Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.