Kraft Davis & Associates’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Kraft Davis & Associates’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
2023 Q3	–	Sell	-17,300	Closed	-$1.74M	–	110
2023 Q2	$1.74M	Buy	+17,300	New	+$1.64M	0.6%	33
2022 Q4	$201K	Buy	+2,100	New	+$195K	0.08%	98

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

RJFSA

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

Kraft Davis & Associates's FTC Position: Q3 2023 in Review

Kraft Davis & Associates sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2023, closing a stake of 17,300 shares — an estimated $1.74M sold.

Kraft Davis & Associates first reported a position in FTC in Q4 2022 and held it in 2 quarters. The position peaked at $1.74M in Q2 2023. 181 funds tracked by Wall St. Rank hold FTC as of Q3 2023.

Kraft Davis & Associates reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Kraft Davis & Associates sold 17,300 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2023, an estimated $1.74M.
Kraft Davis & Associates first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and held it in 2 quarters.
Kraft Davis & Associates's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.74M in Q2 2023.
181 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2023.

Based on Kraft Davis & Associates's 13F filing for Q3 2023, filed 16 Oct 2023.