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Corbett Road Capital Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Corbett Road Capital 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
2020
Q2 		– Sell
-887
Closed -$53K – 118
2020
Q1 		$53K Buy
+887
New +$62.5K 0.08% 65

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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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corbett Road Capital Management's FTC Position: Q2 2020 in Review

Corbett Road Capital Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2020, closing a stake of 887 shares — an estimated $53K sold.

Corbett Road Capital Management first reported a position in FTC in Q1 2020 and held it in 1 quarter. The position peaked at $53K in Q1 2020. 127 funds tracked by Wall St. Rank hold FTC as of Q2 2020.

  • Corbett Road Capital Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Corbett Road Capital Management sold 887 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2020, an estimated $53K.
  • Corbett Road Capital Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • Corbett Road Capital Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $53K in Q1 2020.
  • 127 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2020.

Based on Corbett Road Capital Management's 13F filing for Q2 2020, filed 23 Jul 2020.