SouthState Corp’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

SouthState Corp’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
2020 Q1	–	Sell	-3,129	Closed	-$228K	–	233
2019 Q4	$228K	Hold	3,129	–	–	0.03%	225
2019 Q3	$219K	Hold	3,129	–	–	0.03%	225
2019 Q2	$220K	Hold	3,129	–	–	0.03%	234
2019 Q1	$210K	Buy	+3,129	New	+$199K	0.02%	253
2018 Q4	–	Sell	-3,129	Closed	-$220K	–	255
2018 Q3	$220K	Buy	+3,129	New	+$215K	0.02%	251

Other funds holding FTC

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SouthState Corp's FTC Position: Q1 2020 in Review

SouthState Corp sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2020, closing a stake of 3,129 shares — an estimated $228K sold.

SouthState Corp first reported a position in FTC in Q3 2018 and held it in 5 quarters. The position peaked at $228K in Q4 2019. 123 funds tracked by Wall St. Rank hold FTC as of Q1 2020.

SouthState Corp reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
SouthState Corp sold 3,129 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $228K.
SouthState Corp first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2018 and held it in 5 quarters.
SouthState Corp's First Trust Large Cap Growth AlphaDEX Fund position peaked at $228K in Q4 2019.
123 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2020.

Based on SouthState Corp's 13F filing for Q1 2020, filed 4 May 2020.