SEI Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

SEI Investments’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 Q3	–	Sell	-361	Closed	-$24K	–	2811
2018 Q2	$24K	Buy	+361	New	+$23.7K	﹤0.01%	2736
2017 Q2	–	Sell	-316	Closed	-$17K	–	3142
2017 Q1	$17K	Hold	316	–	–	﹤0.01%	2357
2016 Q4	$16K	Sell	316 -415	-57%	-$20.4K	﹤0.01%	2380
2016 Q3	$37K	Buy	+731	New	+$37.2K	﹤0.01%	2133
2015 Q4	–	Sell	-195	Closed	-$9K	–	2575
2015 Q3	$9K	Buy	+195	New	+$9.45K	﹤0.01%	2193

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

CCA

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SEI Investments's FTC Position: Q3 2018 in Review

SEI Investments sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2018, closing a stake of 361 shares — an estimated $24K sold.

SEI Investments first reported a position in FTC in Q3 2015 and held it in 5 quarters. The position peaked at $37K in Q3 2016. 104 funds tracked by Wall St. Rank hold FTC as of Q3 2018.

SEI Investments reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 361 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2018, an estimated $24K.
SEI Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2015 and held it in 5 quarters.
SEI Investments's First Trust Large Cap Growth AlphaDEX Fund position peaked at $37K in Q3 2016.
104 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.