MUFG Americas’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

MUFG Americas’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 Q4	–	Sell	-922	Closed	-$79K	–	313
2022 Q3	$79K	Hold	922	–	–	﹤0.01%	449
2022 Q2	$81K	Hold	922	–	–	﹤0.01%	458
2022 Q1	$98K	Hold	922	–	–	﹤0.01%	448
2021 Q4	$111K	Buy	+922	New	+$109K	﹤0.01%	449

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

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

MUFG Americas's FTC Position: Q4 2022 in Review

MUFG Americas sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2022, closing a stake of 922 shares — an estimated $79K sold.

MUFG Americas first reported a position in FTC in Q4 2021 and held it in 4 quarters. The position peaked at $111K in Q4 2021. 165 funds tracked by Wall St. Rank hold FTC as of Q4 2022.

MUFG Americas reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 922 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2022, an estimated $79K.
MUFG Americas first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
MUFG Americas's First Trust Large Cap Growth AlphaDEX Fund position peaked at $111K in Q4 2021.
165 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.