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Portfolio Solutions’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Portfolio Solutions’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
2017
Q2 		– Sell
-302
Closed -$16K – 178
2017
Q1 		$16K Buy
+302
New +$15.6K ﹤0.01% 106

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Portfolio Solutions's FTC Position: Q2 2017 in Review

Portfolio Solutions sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2017, closing a stake of 302 shares — an estimated $16K sold.

Portfolio Solutions first reported a position in FTC in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 72 funds tracked by Wall St. Rank hold FTC as of Q2 2017.

  • Portfolio Solutions reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Portfolio Solutions sold 302 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2017, an estimated $16K.
  • Portfolio Solutions first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Portfolio Solutions's First Trust Large Cap Growth AlphaDEX Fund position peaked at $16K in Q1 2017.
  • 72 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2017.

Based on Portfolio Solutions's 13F filing for Q2 2017, filed 14 Jul 2017.