Koshinski Asset Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Koshinski Asset 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 Q2	–	Sell	-1,078	Closed	-$115K	–	1096
2022 Q1	$115K	Hold	1,078	–	–	0.01%	775
2021 Q4	$130K	Hold	1,078	–	–	0.01%	760
2021 Q3	$120K	Buy	+1,078	New	+$123K	0.01%	773
2020 Q4	–	Sell	-11,110	Closed	-$592	–	556
2020 Q3	$592	Buy	+11,110	New	+$912K	0.08%	250

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Koshinski Asset Management's FTC Position: Q2 2022 in Review

Koshinski Asset Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2022, closing a stake of 1,078 shares — an estimated $115K sold.

Koshinski Asset Management first reported a position in FTC in Q3 2020 and held it in 4 quarters. The position peaked at $130K in Q4 2021. 155 funds tracked by Wall St. Rank hold FTC as of Q2 2022.

Koshinski Asset Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 1,078 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $115K.
Koshinski Asset Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and held it in 4 quarters.
Koshinski Asset Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $130K in Q4 2021.
155 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.