Sanchez Wealth Management Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Sanchez Wealth Management Group’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
2018 Q4	–	Sell	-43,913	Closed	-$3.1M	–	26
2018 Q3	$3.1M	Buy	43,913 +1,060	+2%	+$72.8K	3.18%	9
2018 Q2	$2.83M	Buy	42,853 +1,755	+4%	+$115K	2.68%	10
2018 Q1	$2.55M	Buy	41,098 +397	+1%	+$25.6K	2.57%	10
2017 Q4	$2.58M	Buy	+40,701	New	+$2.44M	2.66%	10

Other funds holding FTC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Sanchez Wealth Management Group's FTC Position: Q4 2018 in Review

Sanchez Wealth Management Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2018, closing a stake of 43,913 shares — an estimated $3.1M sold.

Sanchez Wealth Management Group first reported a position in FTC in Q4 2017 and held it in 4 quarters. The position peaked at $3.1M in Q3 2018. 110 funds tracked by Wall St. Rank hold FTC as of Q4 2018.

Sanchez Wealth Management Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Sanchez Wealth Management Group sold 43,913 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2018, an estimated $3.1M.
Sanchez Wealth Management Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
Sanchez Wealth Management Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $3.1M in Q3 2018.
110 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2018.

Based on Sanchez Wealth Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.