S.C. Financial Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

S.C. Financial Services’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 Q4	$488K	Buy	5,337 +82	+2%	+$7.6K	0.75%	43
2022 Q3	$450K	Sell	5,255 -1,443	-22%	-$135K	0.71%	47
2022 Q2	$590K	Sell	6,698 -338	-5%	-$32.4K	0.91%	33
2022 Q1	$751K	Buy	7,036 +265	+4%	+$28K	0.96%	27
2021 Q4	$750K	Buy	+6,771	New	+$802K	0.86%	35

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

RJFSA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

S.C. Financial Services's FTC Position: Q4 2022 in Review

S.C. Financial Services increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 1.6% in Q4 2022, buying an estimated $7.6K and bringing the position to 5,337 shares worth $488K. The position accounts for 0.75% of the portfolio, ranked #43.

S.C. Financial Services first reported a position in FTC in Q4 2021 and has held it in 5 quarters since. The position peaked at $751K in Q1 2022. 165 funds tracked by Wall St. Rank hold FTC as of Q4 2022.

S.C. Financial Services held 5,337 shares of First Trust Large Cap Growth AlphaDEX Fund worth $488K as of Q4 2022.
S.C. Financial Services bought 82 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2022, an estimated $7.6K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.75% of S.C. Financial Services's portfolio in Q4 2022, its #43 holding.
S.C. Financial Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $751K in Q1 2022.
165 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.