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

Regal 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
2022 Q3	–	Sell	-3,952	Closed	-$348K	–	502
2022 Q2	$348K	Hold	3,952	–	–	0.04%	342
2022 Q1	$422K	Hold	3,952	–	–	0.04%	342
2021 Q4	$475K	Buy	3,952 +425	+12%	+$50.3K	0.04%	341
2021 Q3	$392K	Buy	3,527 +677	+24%	+$77.2K	0.04%	364
2021 Q2	$313K	Buy	+2,850	New	+$294K	0.03%	411

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Regal Investment Advisors's FTC Position: Q3 2022 in Review

Regal Investment Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2022, closing a stake of 3,952 shares — an estimated $348K sold.

Regal Investment Advisors first reported a position in FTC in Q2 2021 and held it in 5 quarters. The position peaked at $475K in Q4 2021. 160 funds tracked by Wall St. Rank hold FTC as of Q3 2022.

Regal Investment Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 3,952 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $348K.
Regal Investment Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2021 and held it in 5 quarters.
Regal Investment Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $475K in Q4 2021.
160 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.