Mach-1 Financial Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Mach-1 Financial Group’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
2023 Q2	–	Sell	-1,379	Closed	-$128M	–	245
2023 Q1	$128M	Buy	+1,379	New	+$128K	0.82%	30
2022 Q4	–	Sell	-1,379	Closed	-$117K	–	257
2022 Q3	$117K	Hold	1,379	–	–	0.12%	69
2022 Q2	$121K	Buy	+1,379	New	+$132K	0.08%	76

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Mach-1 Financial Group's FTC Position: Q2 2023 in Review

Mach-1 Financial Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2023, closing a stake of 1,379 shares — an estimated $128M sold.

Mach-1 Financial Group first reported a position in FTC in Q2 2022 and held it in 3 quarters. The position peaked at $128M in Q1 2023. 170 funds tracked by Wall St. Rank hold FTC as of Q2 2023.

Mach-1 Financial Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 1,379 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2023, an estimated $128M.
Mach-1 Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $128M in Q1 2023.
170 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.