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Larson Financial Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Larson Financial 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
2020
Q3 		– Sell
-100
Closed -$8K – 764
2020
Q2 		$8K Buy
+100
New +$7.02K ﹤0.01% 427

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Larson Financial Group's FTC Position: Q3 2020 in Review

Larson Financial Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2020, closing a stake of 100 shares — an estimated $8K sold.

Larson Financial Group first reported a position in FTC in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 131 funds tracked by Wall St. Rank hold FTC as of Q3 2020.

  • Larson Financial Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Larson Financial Group sold 100 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2020, an estimated $8K.
  • Larson Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • Larson Financial Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $8K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2020.

Based on Larson Financial Group's 13F filing for Q3 2020, filed 8 Oct 2020.