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

Financial Gravity Companies’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
2018 Q4	$11K	Buy	+177	New	+$11K	0.01%	572
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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Financial Gravity Companies's FTC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2018: 177 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FTC as recently as Q1 2018.

Financial Gravity Companies first reported a position in FTC in Q1 2018 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold FTC as of Q4 2018.

Financial Gravity Companies held 177 shares of First Trust Large Cap Growth AlphaDEX Fund worth $11K as of Q4 2018.
First Trust Large Cap Growth AlphaDEX Fund was a new Financial Gravity Companies position in Q4 2018.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #572 holding.
Financial Gravity Companies first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2018 and has held it in 2 quarters since.
110 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.