Sowell Financial Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,933	Closed	-$194K	–	1321
2021 Q1	$194K	Sell	1,933 -828	-30%	-$82K	0.01%	1072
2020 Q4	$267K	Sell	2,761 -730	-21%	-$65.8K	0.01%	742
2020 Q3	$293K	Sell	3,491 -122	-3%	-$10K	0.01%	624
2020 Q2	$277K	Buy	3,613 +696	+24%	+$48.8K	0.02%	625
2020 Q1	$175K	Buy	+2,917	New	+$206K	0.01%	687

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

RJFSA

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

Sowell Financial Services's FTC Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2021, closing a stake of 1,933 shares — an estimated $194K sold.

Sowell Financial Services first reported a position in FTC in Q1 2020 and held it in 5 quarters. The position peaked at $293K in Q3 2020. 147 funds tracked by Wall St. Rank hold FTC as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,933 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $194K.
Sowell Financial Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2020 and held it in 5 quarters.
Sowell Financial Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $293K in Q3 2020.
147 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.