IFC Holdings’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

IFC Holdings’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
2018 Q1	–	Sell	-15,508	Closed	-$953K	–	131
2017 Q4	$953K	Sell	15,508 -65,958	-81%	-$3.95M	0.07%	205
2017 Q3	$4.68M	Buy	81,466 +11,989	+17%	+$670K	0.33%	44
2017 Q2	$3.82M	Buy	69,477 +65,444	+1,623%	+$3.53M	0.29%	55
2017 Q1	$212K	Buy	+4,033	New	+$208K	0.02%	422
2016 Q4	–	Sell	-4,313	Closed	-$217K	–	431
2016 Q3	$217K	Buy	4,313 +39	+0.9%	+$1.98K	0.02%	356
2016 Q2	$213K	Sell	4,274 -1,771	-29%	-$86.1K	0.02%	347
2016 Q1	$295K	Buy	6,045 +143	+2%	+$6.55K	0.04%	286
2015 Q4	$285K	Buy	5,902 +842	+17%	+$40.6K	0.04%	283
2015 Q3	$236K	Buy	5,060 +107	+2%	+$5.18K	0.04%	314
2015 Q2	$245K	Hold	4,953	–	–	0.04%	314
2015 Q1	$240K	Hold	4,953	–	–	0.04%	318
2014 Q4	$233K	Hold	4,953	–	–	0.04%	318
2014 Q3	$216K	Sell	4,953 -241	-5%	-$10.6K	0.04%	317
2014 Q2	$228K	Buy	+5,194	New	+$219K	0.04%	304

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

IFC Holdings's FTC Position: Q1 2018 in Review

IFC Holdings sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2018, closing a stake of 15,508 shares — an estimated $953K sold.

IFC Holdings first reported a position in FTC in Q2 2014 and held it in 14 quarters. The position peaked at $4.68M in Q3 2017. 94 funds tracked by Wall St. Rank hold FTC as of Q1 2018.

IFC Holdings reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 15,508 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2018, an estimated $953K.
IFC Holdings first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2014 and held it in 14 quarters.
IFC Holdings's First Trust Large Cap Growth AlphaDEX Fund position peaked at $4.68M in Q3 2017.
94 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.