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

SSI 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
2015
Q4 		– Sell
-66,109
Closed -$3.02M – 282
2015
Q3 		$3.02M Buy
+66,109
New +$3.2M 0.33% 114

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

SSI Investment Management's FTC Position: Q4 2015 in Review

SSI Investment Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2015, closing a stake of 66,109 shares — an estimated $3.02M sold.

SSI Investment Management first reported a position in FTC in Q3 2015 and held it in 1 quarter. The position peaked at $3.02M in Q3 2015. 64 funds tracked by Wall St. Rank hold FTC as of Q4 2015.

  • SSI Investment Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • SSI Investment Management sold 66,109 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2015, an estimated $3.02M.
  • SSI Investment Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2015 and held it in 1 quarter.
  • SSI Investment Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $3.02M in Q3 2015.
  • 64 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2015.

Based on SSI Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.