Kowal Investment Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Kowal Investment Group’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
2024 Q3	$456K	Buy	3,472 +2	+0.1%	+$249	0.08%	124
2024 Q2	$425K	Buy	3,470 +1	+0%	+$120	0.08%	113
2024 Q1	$428K	Buy	3,469 +1	+0%	+$116	0.09%	108
2023 Q4	$380K	Sell	3,468 -406	-10%	-$41K	0.09%	106
2023 Q3	$375K	Buy	3,874 +24	+0.6%	+$2.42K	0.1%	95
2023 Q2	$390K	Buy	3,850 +5	+0.1%	+$473	0.1%	98
2023 Q1	$358K	Buy	3,845 +11	+0.3%	+$1.02K	0.1%	98
2022 Q4	$351K	Buy	3,834 +1,472	+62%	+$136K	0.1%	104
2022 Q3	$202K	Buy	+2,362	New	+$221K	0.07%	137
2021 Q4	–	Sell	-972	Closed	-$108K	–	418
2021 Q3	$108K	Buy	+972	New	+$111K	0.03%	142

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KWM

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

RJFSA

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

Kowal Investment Group's FTC Position: Q3 2024 in Review

Kowal Investment Group increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.06% in Q3 2024, buying an estimated $249 and bringing the position to 3,472 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #124.

Kowal Investment Group first reported a position in FTC in Q3 2021 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold FTC as of Q3 2024.

Kowal Investment Group held 3,472 shares of First Trust Large Cap Growth AlphaDEX Fund worth $456K as of Q3 2024.
Kowal Investment Group bought 2 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2024, an estimated $249.
First Trust Large Cap Growth AlphaDEX Fund made up 0.08% of Kowal Investment Group's portfolio in Q3 2024, its #124 holding.
Kowal Investment Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2021 and has held it in 10 quarters since.
194 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.