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

Iams 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
2024 Q3	–	Sell	-13,892	Closed	-$1.7M	–	149
2024 Q2	$1.7M	Sell	13,892 -3,909	-22%	-$470K	0.93%	37
2024 Q1	$2.13M	Buy	17,801 +1,505	+9%	+$175K	1.3%	15
2023 Q4	$1.79M	Sell	16,296 -10,765	-40%	-$1.09M	1.15%	20
2023 Q3	$2.62M	Buy	+27,061	New	+$2.72M	1.81%	13
2023 Q2	–	Sell	-25,990	Closed	-$2.46M	–	166
2023 Q1	$2.38M	Buy	25,990 +6,498	+33%	+$604K	1.98%	7
2022 Q4	$1.78M	Buy	+19,492	New	+$1.81M	1.81%	11

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

RJFSA

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

Iams Wealth Management's FTC Position: Q3 2024 in Review

Iams Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2024, closing a stake of 13,892 shares — an estimated $1.7M sold.

Iams Wealth Management first reported a position in FTC in Q4 2022 and held it in 6 quarters. The position peaked at $2.62M in Q3 2023. 194 funds tracked by Wall St. Rank hold FTC as of Q3 2024.

Iams Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Iams Wealth Management sold 13,892 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2024, an estimated $1.7M.
Iams Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and held it in 6 quarters.
Iams Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $2.62M in Q3 2023.
194 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2024.

Based on Iams Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.