Global Financial Private Capital’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Global Financial Private Capital’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
2019 Q1	–	Sell	-6,871	Closed	-$394K	–	376
2018 Q4	$394K	Buy	6,871 +351	+5%	+$21.8K	0.02%	278
2018 Q3	$459K	Buy	6,520 +275	+4%	+$18.9K	0.02%	391
2018 Q2	$412K	Buy	6,245 +589	+10%	+$38.7K	0.01%	406
2018 Q1	$361K	Sell	5,656 -306	-5%	-$19.7K	0.01%	415
2017 Q4	$365K	Buy	5,962 +1,329	+29%	+$79.6K	0.01%	397
2017 Q3	$266K	Buy	+4,633	New	+$259K	0.01%	419

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Global Financial Private Capital's FTC Position: Q1 2019 in Review

Global Financial Private Capital sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2019, closing a stake of 6,871 shares — an estimated $394K sold.

Global Financial Private Capital first reported a position in FTC in Q3 2017 and held it in 6 quarters. The position peaked at $459K in Q3 2018. 104 funds tracked by Wall St. Rank hold FTC as of Q1 2019.

Global Financial Private Capital reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Global Financial Private Capital sold 6,871 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2019, an estimated $394K.
Global Financial Private Capital first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2017 and held it in 6 quarters.
Global Financial Private Capital's First Trust Large Cap Growth AlphaDEX Fund position peaked at $459K in Q3 2018.
104 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2019.

Based on Global Financial Private Capital's 13F filing for Q1 2019, filed 10 May 2019.