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KMG Fiduciary Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

KMG Fiduciary Partners’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
2021
Q3 		– Sell
-2,023
Closed -$222K – 202
2021
Q2 		$222K Buy
+2,023
New +$209K 0.04% 189

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KMG Fiduciary Partners's FTC Position: Q3 2021 in Review

KMG Fiduciary Partners sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2021, closing a stake of 2,023 shares — an estimated $222K sold.

KMG Fiduciary Partners first reported a position in FTC in Q2 2021 and held it in 1 quarter. The position peaked at $222K in Q2 2021. 152 funds tracked by Wall St. Rank hold FTC as of Q3 2021.

  • KMG Fiduciary Partners reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • KMG Fiduciary Partners sold 2,023 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $222K.
  • KMG Fiduciary Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • KMG Fiduciary Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $222K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2021.

Based on KMG Fiduciary Partners's 13F filing for Q3 2021, filed 12 Oct 2021.