Placemark Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Placemark Investments’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
2014 Q4	$379K	Buy	8,136 +300	+4%	+$13.5K	0.01%	1296
2014 Q3	$340K	Buy	+7,836	New	+$345K	0.01%	1340

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

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

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

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

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

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

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Placemark Investments's FTC Position: Q4 2014 in Review

Placemark Investments increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 3.8% in Q4 2014, buying an estimated $13.5K and bringing the position to 8,136 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1296.

Placemark Investments first reported a position in FTC in Q3 2014 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold FTC as of Q4 2014.

Placemark Investments held 8,136 shares of First Trust Large Cap Growth AlphaDEX Fund worth $379K as of Q4 2014.
Placemark Investments bought 300 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2014, an estimated $13.5K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1296 holding.
Placemark Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2014 and has held it in 2 quarters since.
58 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.