Ignite Planners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Ignite Planners’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
2023 Q4	–	Sell	-6,579	Closed	-$627K	–	302
2023 Q3	$627K	Hold	6,579	–	–	0.19%	135
2023 Q2	$655K	Hold	6,579	–	–	0.25%	90
2023 Q1	$612K	Sell	6,579 -758	-10%	-$70.5K	0.25%	97
2022 Q4	$697K	Hold	7,337	–	–	0.29%	89
2022 Q3	$647K	Sell	7,337 -2,125	-22%	-$199K	0.52%	54
2022 Q2	$857K	Sell	9,462 -240	-2%	-$23K	0.7%	38
2022 Q1	$966K	Hold	9,702	–	–	0.65%	38
2021 Q4	$1.05M	Buy	+9,702	New	+$1.15M	0.68%	41

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ignite Planners's FTC Position: Q4 2023 in Review

Ignite Planners sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2023, closing a stake of 6,579 shares — an estimated $627K sold.

Ignite Planners first reported a position in FTC in Q4 2021 and held it in 8 quarters. The position peaked at $1.05M in Q4 2021. 192 funds tracked by Wall St. Rank hold FTC as of Q4 2023.

Ignite Planners reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 6,579 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2023, an estimated $627K.
Ignite Planners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and held it in 8 quarters.
Ignite Planners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.05M in Q4 2021.
192 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.