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St. James Investment Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

St. James Investment Advisors’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
2022
Q4 		$1.01K Hold
11
– – ﹤0.01% 97
2022
Q3 		$1K Hold
11
– – ﹤0.01% 98
2022
Q2 		$1K Hold
11
– – ﹤0.01% 98
2022
Q1 		$1K Hold
11
– – ﹤0.01% 72
2021
Q4 		$1K Buy
+11
New +$1.3K ﹤0.01% 93

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

St. James Investment Advisors's FTC Position: Q4 2022 in Review

St. James Investment Advisors held its First Trust Large Cap Growth AlphaDEX Fund (FTC) position steady in Q4 2022 at 11 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

St. James Investment Advisors first reported a position in FTC in Q4 2021 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold FTC as of Q4 2022.

  • St. James Investment Advisors held 11 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.01K as of Q4 2022.
  • St. James Investment Advisors left its First Trust Large Cap Growth AlphaDEX Fund share count unchanged in Q4 2022.
  • First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of St. James Investment Advisors's portfolio in Q4 2022, its #97 holding.
  • St. James Investment Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.