IWM
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return