Financial Gravity Asset Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-531	Closed	-$59.2K	–	1818
2024 Q1	$59.2K	Buy	531 +72	+16%	+$8.37K	0.01%	354
2023 Q4	$50.3K	Buy	+459	New	+$46.4K	﹤0.01%	582
2019 Q4	–	Sell	-177	Closed	-$12K	–	1494
2019 Q3	$12K	Hold	177	–	–	0.01%	568
2019 Q2	$12K	Hold	177	–	–	0.01%	552
2019 Q1	$12K	Buy	+177	New	+$11.2K	0.01%	523
2018 Q3	$11K	Hold	177	–	–	0.01%	557
2018 Q2	$12K	Hold	177	–	–	0.01%	533
2018 Q1	$11K	Buy	+177	New	+$11.4K	0.01%	575

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

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

RJFSA

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

Financial Gravity Asset Management's FTC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2024, closing a stake of 531 shares — an estimated $59.2K sold.

Financial Gravity Asset Management first reported a position in FTC in Q1 2018 and held it in 8 quarters. The position peaked at $59.2K in Q1 2024. 190 funds tracked by Wall St. Rank hold FTC as of Q2 2024.

Financial Gravity Asset Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 531 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2024, an estimated $59.2K.
Financial Gravity Asset Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $59.2K in Q1 2024.
190 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.