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

Clearview Wealth 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
2023 Q3	–	Sell	-94	Closed	-$9.55K	–	303
2023 Q2	$9.55K	Hold	94	–	–	0.01%	371
2023 Q1	$8.76K	Buy	94 +1	+1%	+$93	0.01%	383
2022 Q4	$8.59K	Hold	93	–	–	0.01%	349
2022 Q3	$8K	Hold	93	–	–	0.01%	357
2022 Q2	$8K	Sell	93 -572	-86%	-$54.8K	0.01%	384
2022 Q1	$71K	Hold	665	–	–	0.05%	169
2021 Q4	$80K	Sell	665 -1	-0.2%	-$118	0.05%	183
2021 Q3	$74K	Buy	666 +1	+0.2%	+$114	0.05%	194
2021 Q2	$73K	Sell	665 -77	-10%	-$7.95K	0.05%	206
2021 Q1	$73K	Hold	742	–	–	0.05%	196
2020 Q4	$72K	Buy	+742	New	+$66.9K	0.05%	167

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clearview Wealth Advisors's FTC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2023, closing a stake of 94 shares — an estimated $9.55K sold.

Clearview Wealth Advisors first reported a position in FTC in Q4 2020 and held it in 11 quarters. The position peaked at $80K in Q4 2021. 181 funds tracked by Wall St. Rank hold FTC as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 94 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2023, an estimated $9.55K.
Clearview Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $80K in Q4 2021.
181 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.