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Sequent Planning’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Sequent Planning’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
2024
Q2 		– Sell
-1,668
Closed -$206K – 143
2024
Q1 		$206K Buy
+1,668
New +$194K 0.07% 136

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Sequent Planning's FTC Position: Q2 2024 in Review

Sequent Planning sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2024, closing a stake of 1,668 shares — an estimated $206K sold.

Sequent Planning first reported a position in FTC in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 190 funds tracked by Wall St. Rank hold FTC as of Q2 2024.

  • Sequent Planning reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Sequent Planning sold 1,668 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2024, an estimated $206K.
  • Sequent Planning first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
  • Sequent Planning's First Trust Large Cap Growth AlphaDEX Fund position peaked at $206K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2024.

Based on Sequent Planning's 13F filing for Q2 2024, filed 12 Aug 2024.