Independent Portfolio Consultants’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Independent Portfolio Consultants’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
2016 Q1	–	Sell	-715	Closed	-$34K	–	766
2015 Q4	$34K	Sell	715 -125	-15%	-$6.03K	0.01%	625
2015 Q3	$38K	Buy	840 +80	+11%	+$3.88K	0.01%	618
2015 Q2	$37K	Buy	+760	New	+$37.1K	0.01%	656
2015 Q1	–	Sell	-2,345	Closed	-$109K	–	1010
2014 Q4	$109K	Hold	2,345	–	–	0.02%	481
2014 Q3	$102K	Buy	+2,345	New	+$103K	0.03%	543

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Independent Portfolio Consultants's FTC Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2016, closing a stake of 715 shares — an estimated $34K sold.

Independent Portfolio Consultants first reported a position in FTC in Q3 2014 and held it in 5 quarters. The position peaked at $109K in Q4 2014. 63 funds tracked by Wall St. Rank hold FTC as of Q1 2016.

Independent Portfolio Consultants reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 715 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2016, an estimated $34K.
Independent Portfolio Consultants first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2014 and held it in 5 quarters.
Independent Portfolio Consultants's First Trust Large Cap Growth AlphaDEX Fund position peaked at $109K in Q4 2014.
63 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.