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Nachman Norwood & Parrott’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-200
Closed -$17K – 537
2020
Q3 		$17K Buy
+200
New +$16.4K ﹤0.01% 655

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Nachman Norwood & Parrott's FTC Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2020, closing a stake of 200 shares — an estimated $17K sold.

Nachman Norwood & Parrott first reported a position in FTC in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 143 funds tracked by Wall St. Rank hold FTC as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 200 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2020, an estimated $17K.
  • Nachman Norwood & Parrott first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's First Trust Large Cap Growth AlphaDEX Fund position peaked at $17K in Q3 2020.
  • 143 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.