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Riverpoint Wealth Management Holdings’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Riverpoint Wealth Management Holdings’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
2021
Q4 		– Sell
-4,918
Closed -$546K – 49
2021
Q3 		$546K Sell
4,918
-8,452
-63% -$963K 0.19% 35
2021
Q2 		$1.47M Hold
13,370
– – 0.41% 31
2021
Q1 		$1.31M Sell
13,370
-2,995
-18% -$297K 0.39% 33
2020
Q4 		$1.58M Sell
16,365
-439
-3% -$39.6K 0.5% 29
2020
Q3 		$1.41M Sell
16,804
-5,944
-26% -$488K 0.51% 28
2020
Q2 		$1.74M Buy
22,748
+25
+0.1% +$1.75K 0.68% 24
2020
Q1 		$1.36M Sell
22,723
-495
-2% -$34.9K 0.67% 27
2019
Q4 		$1.69M Buy
23,218
+35
+0.2% +$2.48K 0.67% 24
2019
Q3 		$1.62M Sell
23,183
-10,757
-32% -$763K 0.72% 21
2019
Q2 		$2.39M Buy
33,940
+25
+0.1% +$1.71K 1.09% 16
2019
Q1 		$2.27M Buy
33,915
+200
+0.6% +$12.7K 1.1% 16
2018
Q4 		$1.93M Buy
33,715
+10,676
+46% +$664K 1.07% 18
2018
Q3 		$1.62M Hold
23,039
– – 0.83% 18
2018
Q2 		$1.52M Sell
23,039
-42,225
-65% -$2.78M 0.84% 18
2018
Q1 		$4.16M Buy
65,264
+1,437
+2% +$92.6K 2.52% 9
2017
Q4 		$3.9M Sell
63,827
-2,989
-4% -$179K 2.43% 9
2017
Q3 		$3.91M Sell
66,816
-53,171
-44% -$2.97M 2.57% 9
2017
Q2 		$6.63M Sell
119,987
-66,444
-36% -$3.58M 4.67% 7
2017
Q1 		$9.75M Buy
186,431
+743
+0.4% +$38.3K 7.38% 5
2016
Q4 		$9.35M Buy
+185,688
New +$9.12M 7.59% 5

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Riverpoint Wealth Management Holdings's FTC Position: Q4 2021 in Review

Riverpoint Wealth Management Holdings sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2021, closing a stake of 4,918 shares — an estimated $546K sold.

Riverpoint Wealth Management Holdings first reported a position in FTC in Q4 2016 and held it in 20 quarters. The position peaked at $9.75M in Q1 2017. 176 funds tracked by Wall St. Rank hold FTC as of Q4 2021.

  • Riverpoint Wealth Management Holdings reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 4,918 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2021, an estimated $546K.
  • Riverpoint Wealth Management Holdings first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2016 and held it in 20 quarters.
  • Riverpoint Wealth Management Holdings's First Trust Large Cap Growth AlphaDEX Fund position peaked at $9.75M in Q1 2017.
  • 176 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.