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Ladenburg Thalmann Financial Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$5.69M Buy
77,730
+20,828
+37% +$1.47M 0.04% 448
2019
Q3 		$3.98M Buy
56,902
+10,252
+22% +$727K 0.03% 548
2019
Q2 		$3.3M Buy
46,650
+4,934
+12% +$336K 0.02% 609
2019
Q1 		$2.81M Sell
41,716
-8,981
-18% -$570K 0.02% 635
2018
Q4 		$2.92M Buy
50,697
+22,688
+81% +$1.41M 0.03% 541
2018
Q3 		$1.97M Buy
28,009
+7,032
+34% +$483K 0.02% 734
2018
Q2 		$1.32M Hold
20,977
– – 0.01% 908
2018
Q1 		$1.32M Buy
20,977
+10,570
+102% +$681K 0.01% 908
2017
Q4 		$636K Sell
10,407
-8,603
-45% -$516K 0.01% 1366
2017
Q3 		$1.09M Sell
19,010
-759
-4% -$42.4K 0.01% 941
2017
Q2 		$1.09M Buy
19,769
+169
+0.9% +$9.11K 0.01% 894
2017
Q1 		$1.03M Sell
19,600
-549
-3% -$28.3K 0.01% 875
2016
Q4 		$991K Buy
20,149
+1,683
+9% +$82.7K 0.01% 854
2016
Q3 		$932K Sell
18,466
-884
-5% -$45K 0.01% 836
2016
Q2 		$965K Sell
19,350
-4,063
-17% -$198K 0.02% 780
2016
Q1 		$1.13M Buy
23,413
+5,224
+29% +$239K 0.02% 644
2015
Q4 		$877K Buy
18,189
+7,142
+65% +$345K 0.02% 757
2015
Q3 		$505K Buy
11,047
+11,002
+24,449% +$533K 0.01% 953
2015
Q2 		$2K Buy
+45
New +$2.19K ﹤0.01% 4336
2014
Q3 		– Sell
-1,309
Closed -$57K – 3951
2014
Q2 		$57K Hold
1,309
– – ﹤0.01% 1955
2014
Q1 		$55K Hold
1,309
– – ﹤0.01% 1883
2013
Q4 		$54K Hold
1,309
– – ﹤0.01% 1861
2013
Q3 		$49K Hold
1,309
– – ﹤0.01% 1841
2013
Q2 		$45K Buy
+1,309
New +$45K ﹤0.01% 1803

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ladenburg Thalmann Financial Services's FTC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 37% in Q4 2019, buying an estimated $1.47M and bringing the position to 77,730 shares worth $5.69M. The position accounts for 0.04% of the portfolio, ranked #448.

Ladenburg Thalmann Financial Services first reported a position in FTC in Q2 2013 and has held it in 24 quarters since. 128 funds tracked by Wall St. Rank hold FTC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 77,730 shares of First Trust Large Cap Growth AlphaDEX Fund worth $5.69M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 20,828 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2019, an estimated $1.47M.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.04% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #448 holding.
  • Ladenburg Thalmann Financial Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2013 and has held it in 24 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.