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DFPG Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

DFPG Investments’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
Q4 		$231K Buy
2,173
+1
+0% +$101 0.02% 576
2023
Q3 		$213K Buy
+2,172
New +$219K 0.02% 543

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

DFPG Investments's FTC Position: Q4 2023 in Review

DFPG Investments increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.05% in Q4 2023, buying an estimated $101 and bringing the position to 2,173 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #576.

DFPG Investments first reported a position in FTC in Q3 2023 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold FTC as of Q4 2023.

  • DFPG Investments held 2,173 shares of First Trust Large Cap Growth AlphaDEX Fund worth $231K as of Q4 2023.
  • DFPG Investments bought 1 First Trust Large Cap Growth AlphaDEX Fund share in Q4 2023, an estimated $101.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #576 holding.
  • DFPG Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2023 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.