Laurel Wealth Advisors (California)’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Laurel Wealth Advisors (California)’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 Q1	–	Sell	-3,696	Closed	-$270K	–	387
2019 Q4	$270K	Buy	3,696 +8	+0.2%	+$566	0.05%	375
2019 Q3	$258K	Buy	3,688 +2	+0.1%	+$142	0.04%	382
2019 Q2	$259K	Buy	3,686 +9	+0.2%	+$614	0.06%	330
2019 Q1	$246K	Buy	3,677 +5	+0.1%	+$317	0.06%	331
2018 Q4	$210K	Buy	3,672 +2	+0.1%	+$124	0.06%	314
2018 Q3	$258K	Buy	3,670 +554	+18%	+$38K	0.06%	317
2018 Q2	$205K	Sell	3,116 -49	-2%	-$3.22K	0.05%	352
2018 Q1	$201K	Buy	+3,165	New	+$204K	0.06%	331

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Laurel Wealth Advisors (California)'s FTC Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2020, closing a stake of 3,696 shares — an estimated $270K sold.

Laurel Wealth Advisors (California) first reported a position in FTC in Q1 2018 and held it in 8 quarters. The position peaked at $270K in Q4 2019. 123 funds tracked by Wall St. Rank hold FTC as of Q1 2020.

Laurel Wealth Advisors (California) reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,696 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $270K.
Laurel Wealth Advisors (California) first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2018 and held it in 8 quarters.
Laurel Wealth Advisors (California)'s First Trust Large Cap Growth AlphaDEX Fund position peaked at $270K in Q4 2019.
123 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.