Coppell Advisory Solutions Corp’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Coppell Advisory Solutions Corp’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	$4.09M	Buy	+33,195	New	+$3.86M	0.77%	32
2023 Q1	$4.85M	Buy	52,952 +14,084	+36%	+$1.31M	1.59%	8
2022 Q4	$3.55M	Buy	+38,868	New	+$3.6M	1.2%	8

Other funds holding FTC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Coppell Advisory Solutions Corp's FTC Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2024: 33,195 shares worth $4.09M. The stake represents 0.77% of the portfolio and ranks #32 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FTC as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FTC in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.85M in Q1 2023. 191 funds tracked by Wall St. Rank hold FTC as of Q1 2024.

Coppell Advisory Solutions Corp held 33,195 shares of First Trust Large Cap Growth AlphaDEX Fund worth $4.09M as of Q1 2024.
First Trust Large Cap Growth AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Large Cap Growth AlphaDEX Fund made up 0.77% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #32 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
Coppell Advisory Solutions Corp's First Trust Large Cap Growth AlphaDEX Fund position peaked at $4.85M in Q1 2023.
191 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.