Legacy Financial Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Legacy Financial Advisors’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 Q2	–	Sell	-390	Closed	-$26K	–	403
2019 Q1	$26K	Hold	390	–	–	0.01%	403
2018 Q4	$22K	Hold	390	–	–	0.01%	389
2018 Q3	$27K	Hold	390	–	–	0.01%	327
2018 Q2	$27K	Hold	390	–	–	0.01%	331
2018 Q1	$24K	Hold	390	–	–	0.01%	341
2017 Q4	$23K	Buy	+390	New	+$23.4K	0.01%	344

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RJFSA

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

Legacy Financial Advisors's FTC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2019, closing a stake of 390 shares — an estimated $26K sold.

Legacy Financial Advisors first reported a position in FTC in Q4 2017 and held it in 6 quarters. The position peaked at $27K in Q3 2018. 105 funds tracked by Wall St. Rank hold FTC as of Q2 2019.

Legacy Financial Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 390 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2019, an estimated $26K.
Legacy Financial Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $27K in Q3 2018.
105 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.