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RE Dickinson Investment Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

RE Dickinson Investment 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
2024
Q1 		– Sell
-227
Closed -$25K – 227
2023
Q4 		$25K Sell
227
-45
-17% -$4.55K 0.02% 113
2023
Q3 		$26K Buy
+272
New +$27.4K 0.02% 109

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RE Dickinson Investment Advisors's FTC Position: Q1 2024 in Review

RE Dickinson Investment Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2024, closing a stake of 227 shares — an estimated $25K sold.

RE Dickinson Investment Advisors first reported a position in FTC in Q3 2023 and held it in 2 quarters. The position peaked at $26K in Q3 2023. 191 funds tracked by Wall St. Rank hold FTC as of Q1 2024.

  • RE Dickinson Investment Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 227 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $25K.
  • RE Dickinson Investment Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2023 and held it in 2 quarters.
  • RE Dickinson Investment Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $26K in Q3 2023.
  • 191 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.