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ForthRight Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

ForthRight Wealth 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
2021
Q1 		– Sell
-163
Closed -$16K – 82
2020
Q4 		$16K Buy
+163
New +$14.7K 0.01% 104

Other funds holding FTC

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

ForthRight Wealth Management's FTC Position: Q1 2021 in Review

ForthRight Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2021, closing a stake of 163 shares — an estimated $16K sold.

ForthRight Wealth Management first reported a position in FTC in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 148 funds tracked by Wall St. Rank hold FTC as of Q1 2021.

  • ForthRight Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 163 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2021, an estimated $16K.
  • ForthRight Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $16K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.