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Plante Moran Financial Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Plante Moran Financial Advisors’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
2019
Q3 		– Sell
-137
Closed -$10K – 867
2019
Q2 		$10K Buy
+137
New +$9.34K ﹤0.01% 563

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Plante Moran Financial Advisors's FTC Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2019, closing a stake of 137 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in FTC in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 113 funds tracked by Wall St. Rank hold FTC as of Q3 2019.

  • Plante Moran Financial Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 137 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2019, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $10K in Q2 2019.
  • 113 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.