LRI Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

LRI Investments’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
2024 Q3	–	Sell	-259	Closed	-$31.7K	–	1170
2024 Q2	$31.7K	Hold	259	–	–	﹤0.01%	537
2024 Q1	$31.9K	Buy	+259	New	+$30.1K	0.01%	316

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

RJFSA

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

LRI Investments's FTC Position: Q3 2024 in Review

LRI Investments sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2024, closing a stake of 259 shares — an estimated $31.7K sold.

LRI Investments first reported a position in FTC in Q1 2024 and held it in 2 quarters. The position peaked at $31.9K in Q1 2024. 194 funds tracked by Wall St. Rank hold FTC as of Q3 2024.

LRI Investments reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
LRI Investments sold 259 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2024, an estimated $31.7K.
LRI Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2024 and held it in 2 quarters.
LRI Investments's First Trust Large Cap Growth AlphaDEX Fund position peaked at $31.9K in Q1 2024.
194 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2024.

Based on LRI Investments's 13F filing for Q3 2024, filed 15 Nov 2024.