CWM
FTC icon

Concert Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-4,048
Closed -$206K – 633
2016
Q3 		$206K Buy
+4,048
New +$206K 0.03% 634

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Concert Wealth Management's FTC Position: Q4 2016 in Review

Concert Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2016, closing a stake of 4,048 shares — an estimated $206K sold.

Concert Wealth Management first reported a position in FTC in Q3 2016 and held it in 1 quarter. The position peaked at $206K in Q3 2016. 64 funds tracked by Wall St. Rank hold FTC as of Q4 2016.

  • Concert Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 4,048 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2016, an estimated $206K.
  • Concert Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $206K in Q3 2016.
  • 64 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.