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J. Arnold Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

J. Arnold 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
2022
Q4 		– Sell
-100,938
Closed -$8.63M – 80
2022
Q3 		$8.63M Buy
+100,938
New +$9.45M 4.86% 10

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

J. Arnold Wealth Management's FTC Position: Q4 2022 in Review

J. Arnold Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2022, closing a stake of 100,938 shares — an estimated $8.63M sold.

J. Arnold Wealth Management first reported a position in FTC in Q3 2022 and held it in 1 quarter. The position peaked at $8.63M in Q3 2022. 165 funds tracked by Wall St. Rank hold FTC as of Q4 2022.

  • J. Arnold Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • J. Arnold Wealth Management sold 100,938 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2022, an estimated $8.63M.
  • J. Arnold Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
  • J. Arnold Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $8.63M in Q3 2022.
  • 165 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2022.

Based on J. Arnold Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.