PFG Private Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

PFG Private Wealth Management’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
2023 Q3	–	Sell	-538	Closed	-$54.5K	–	310
2023 Q2	$54.5K	Buy	+538	New	+$50.9K	0.03%	144

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFG Private Wealth Management's FTC Position: Q3 2023 in Review

PFG Private Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2023, closing a stake of 538 shares — an estimated $54.5K sold.

PFG Private Wealth Management first reported a position in FTC in Q2 2023 and held it in 1 quarter. The position peaked at $54.5K in Q2 2023. 181 funds tracked by Wall St. Rank hold FTC as of Q3 2023.

PFG Private Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 538 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2023, an estimated $54.5K.
PFG Private Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
PFG Private Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $54.5K in Q2 2023.
181 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.