Gradient Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Gradient Investments’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 Q3	–	Sell	-180	Closed	-$20K	–	1176
2021 Q2	$20K	Hold	180	–	–	﹤0.01%	635
2021 Q1	$18K	Sell	180 -4	-2%	-$396	﹤0.01%	635
2020 Q4	$15K	Hold	184	–	–	﹤0.01%	622
2020 Q3	$15K	Hold	184	–	–	﹤0.01%	627
2020 Q2	$14K	Hold	184	–	–	﹤0.01%	592
2020 Q1	$11K	Hold	184	–	–	﹤0.01%	628
2019 Q4	$13K	Buy	+184	New	+$13K	﹤0.01%	638

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

RJFSA

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

Gradient Investments's FTC Position: Q3 2021 in Review

Gradient Investments sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2021, closing a stake of 180 shares — an estimated $20K sold.

Gradient Investments first reported a position in FTC in Q4 2019 and held it in 7 quarters. The position peaked at $20K in Q2 2021. 152 funds tracked by Wall St. Rank hold FTC as of Q3 2021.

Gradient Investments reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Gradient Investments sold 180 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $20K.
Gradient Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and held it in 7 quarters.
Gradient Investments's First Trust Large Cap Growth AlphaDEX Fund position peaked at $20K in Q2 2021.
152 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.