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National Wealth Management Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

National Wealth Management 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
2022
Q1 		– Sell
-5,288
Closed -$636K – 118
2021
Q4 		$636K Buy
+5,288
New +$626K 0.6% 58

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

National Wealth Management Group's FTC Position: Q1 2022 in Review

National Wealth Management Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2022, closing a stake of 5,288 shares — an estimated $636K sold.

National Wealth Management Group first reported a position in FTC in Q4 2021 and held it in 1 quarter. The position peaked at $636K in Q4 2021. 168 funds tracked by Wall St. Rank hold FTC as of Q1 2022.

  • National Wealth Management Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 5,288 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2022, an estimated $636K.
  • National Wealth Management Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $636K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.