Lloyd Advisory Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Lloyd Advisory 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
2022 Q2	–	Sell	-126	Closed	-$13K	–	239
2022 Q1	$13K	Buy	126 +1	+0.8%	+$106	0.01%	379
2021 Q4	$15K	Sell	125 -15	-11%	-$1.78K	0.01%	310
2021 Q3	$16K	Sell	140 -223	-61%	-$25.4K	0.01%	270
2021 Q2	$40K	Buy	363 +18	+5%	+$1.86K	0.02%	175
2021 Q1	$34K	Buy	345 +200	+138%	+$19.8K	0.02%	176
2020 Q4	$14K	Sell	145 -57	-28%	-$5.14K	0.01%	183
2020 Q3	$17K	Sell	202 -113	-36%	-$9.28K	0.01%	165
2020 Q2	$24K	Buy	315 +75	+31%	+$5.26K	0.02%	156
2020 Q1	$14K	Sell	240 -12	-5%	-$846	0.01%	156
2019 Q4	$18K	Buy	+252	New	+$17.8K	0.02%	193

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

Lloyd Advisory Services's FTC Position: Q2 2022 in Review

Lloyd Advisory Services sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2022, closing a stake of 126 shares — an estimated $13K sold.

Lloyd Advisory Services first reported a position in FTC in Q4 2019 and held it in 10 quarters. The position peaked at $40K in Q2 2021. 155 funds tracked by Wall St. Rank hold FTC as of Q2 2022.

Lloyd Advisory Services reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 126 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $13K.
Lloyd Advisory Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $40K in Q2 2021.
155 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.