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Sonora Investment Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Sonora Investment 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
2019
Q4 		– Sell
-205
Closed -$14K – 1686
2019
Q3 		$14K Buy
+205
New +$14.5K ﹤0.01% 1020

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sonora Investment Management's FTC Position: Q4 2019 in Review

Sonora Investment Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2019, closing a stake of 205 shares — an estimated $14K sold.

Sonora Investment Management first reported a position in FTC in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 128 funds tracked by Wall St. Rank hold FTC as of Q4 2019.

  • Sonora Investment Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 205 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2019, an estimated $14K.
  • Sonora Investment Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2019 and held it in 1 quarter.
  • Sonora Investment Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $14K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.