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

Golden State 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
2020 Q4	–	Sell	-1,062	Closed	-$89K	–	300
2020 Q3	$89K	Buy	+1,062	New	+$87.2K	0.03%	272
2020 Q2	–	Sell	-1,061	Closed	-$64K	–	446
2020 Q1	$64K	Buy	+1,061	New	+$74.8K	0.03%	316
2019 Q4	–	Sell	-2,130	Closed	-$149K	–	370
2019 Q3	$149K	Buy	2,130 +340	+19%	+$24.1K	0.05%	245
2019 Q2	$125K	Buy	+1,790	New	+$122K	0.04%	302

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Golden State Wealth Management's FTC Position: Q4 2020 in Review

Golden State Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2020, closing a stake of 1,062 shares — an estimated $89K sold.

Golden State Wealth Management first reported a position in FTC in Q2 2019 and held it in 4 quarters. The position peaked at $149K in Q3 2019. 143 funds tracked by Wall St. Rank hold FTC as of Q4 2020.

Golden State Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,062 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2020, an estimated $89K.
Golden State Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2019 and held it in 4 quarters.
Golden State Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $149K in Q3 2019.
143 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.