SignalPoint Asset Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

SignalPoint Asset Management’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 Q4	–	Sell	-4,939	Closed	-$649K	–	264
2024 Q3	$649K	Sell	4,939 -2,253	-31%	-$280K	0.15%	126
2024 Q2	$881K	Sell	7,192 -5,598	-44%	-$673K	0.24%	91
2024 Q1	$1.58M	Sell	12,790 -4,760	-27%	-$553K	0.43%	50
2023 Q4	$1.92M	Sell	17,550 -1,104	-6%	-$112K	0.57%	38
2023 Q3	$1.8M	Sell	18,654 -1,076	-5%	-$108K	0.58%	41
2023 Q2	$2M	Sell	19,730 -704	-3%	-$66.6K	0.61%	40
2023 Q1	$1.9M	Buy	20,434 +2,406	+13%	+$224K	0.6%	43
2022 Q4	$1.65M	Sell	18,028 -3,650	-17%	-$338K	0.58%	45
2022 Q3	$1.85M	Sell	21,678 -5,351	-20%	-$501K	0.71%	36
2022 Q2	$2.38M	Buy	27,029 +537	+2%	+$51.4K	0.87%	27
2022 Q1	$2.83M	Sell	26,492 -4,849	-15%	-$512K	0.9%	22
2021 Q4	$3.77M	Buy	31,341 +794	+3%	+$94K	1.15%	13
2021 Q3	$3.39M	Buy	30,547 +3,864	+14%	+$440K	1.08%	19
2021 Q2	$2.93M	Buy	26,683 +1,185	+5%	+$122K	0.95%	25
2021 Q1	$2.49M	Buy	25,498 +1,308	+5%	+$130K	0.88%	27
2020 Q4	$2.34M	Buy	24,190 +8,553	+55%	+$771K	0.88%	27
2020 Q3	$1.31M	Buy	15,637 +9,502	+155%	+$780K	0.55%	42
2020 Q2	$470K	Buy	+6,135	New	+$430K	0.21%	93

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

SignalPoint Asset Management's FTC Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2024, closing a stake of 4,939 shares — an estimated $649K sold.

SignalPoint Asset Management first reported a position in FTC in Q2 2020 and held it in 18 quarters. The position peaked at $3.77M in Q4 2021. 200 funds tracked by Wall St. Rank hold FTC as of Q4 2024.

SignalPoint Asset Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
SignalPoint Asset Management sold 4,939 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $649K.
SignalPoint Asset Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2020 and held it in 18 quarters.
SignalPoint Asset Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $3.77M in Q4 2021.
200 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.