MYCIO Wealth Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-19	Closed	-$1K	–	378
2016 Q3	$1K	Buy	+19	New	+$966	﹤0.01%	808

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

MYCIO Wealth Partners's FTC Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2016, closing a stake of 19 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in FTC in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 64 funds tracked by Wall St. Rank hold FTC as of Q4 2016.

MYCIO Wealth Partners reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 19 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2016, an estimated $1K.
MYCIO Wealth Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2016 and held it in 1 quarter.
MYCIO Wealth Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1K in Q3 2016.
64 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.