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Moisand Fitzgerald Tamayo’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-347
Closed -$38K – 611
2023
Q4 		$38K Buy
+347
New +$35.1K 0.01% 200

Other funds holding FTC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FTC Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2024, closing a stake of 347 shares — an estimated $38K sold.

Moisand Fitzgerald Tamayo first reported a position in FTC in Q4 2023 and held it in 1 quarter. The position peaked at $38K in Q4 2023. 191 funds tracked by Wall St. Rank hold FTC as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 347 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $38K.
  • Moisand Fitzgerald Tamayo first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's First Trust Large Cap Growth AlphaDEX Fund position peaked at $38K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.