Leelyn Smith’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Leelyn Smith’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
2022 Q2	–	Sell	-4,086	Closed	-$436K	–	398
2022 Q1	$436K	Buy	4,086 +231	+6%	+$24.4K	0.11%	95
2021 Q4	$464K	Sell	3,855 -80	-2%	-$9.47K	0.12%	90
2021 Q3	$437K	Buy	+3,935	New	+$449K	0.13%	89
2020 Q1	–	Sell	-159	Closed	-$12	–	333
2019 Q4	$12	Buy	+159	New	+$11.3K	0.01%	251

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

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

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

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

RJFSA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leelyn Smith's FTC Position: Q2 2022 in Review

Leelyn Smith sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2022, closing a stake of 4,086 shares — an estimated $436K sold.

Leelyn Smith first reported a position in FTC in Q4 2019 and held it in 4 quarters. The position peaked at $464K in Q4 2021. 155 funds tracked by Wall St. Rank hold FTC as of Q2 2022.

Leelyn Smith reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Leelyn Smith sold 4,086 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $436K.
Leelyn Smith first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and held it in 4 quarters.
Leelyn Smith's First Trust Large Cap Growth AlphaDEX Fund position peaked at $464K in Q4 2021.
155 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Leelyn Smith's 13F filing for Q2 2022, filed 9 Aug 2022.