Strategic Blueprint’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Strategic Blueprint’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
2023 Q1	–	Sell	-2,892	Closed	-$264K	–	531
2022 Q4	$264K	Sell	2,892 -151	-5%	-$14K	0.03%	427
2022 Q3	$260K	Sell	3,043 -307	-9%	-$28.7K	0.03%	409
2022 Q2	$295K	Sell	3,350 -75	-2%	-$7.18K	0.04%	375
2022 Q1	$365K	Sell	3,425 -22	-0.6%	-$2.32K	0.04%	344
2021 Q4	$415K	Sell	3,447 -4,212	-55%	-$499K	0.05%	303
2021 Q3	$851K	Buy	7,659 +166	+2%	+$18.9K	0.13%	161
2021 Q2	$823K	Buy	7,493 +2,806	+60%	+$290K	0.13%	156
2021 Q1	$458K	Sell	4,687 -852	-15%	-$84.4K	0.1%	180
2020 Q4	$535K	Buy	+5,539	New	+$499K	0.13%	131

Other funds holding FTC

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Blueprint's FTC Position: Q1 2023 in Review

Strategic Blueprint sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2023, closing a stake of 2,892 shares — an estimated $264K sold.

Strategic Blueprint first reported a position in FTC in Q4 2020 and held it in 9 quarters. The position peaked at $851K in Q3 2021. 167 funds tracked by Wall St. Rank hold FTC as of Q1 2023.

Strategic Blueprint reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Strategic Blueprint sold 2,892 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2023, an estimated $264K.
Strategic Blueprint first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2020 and held it in 9 quarters.
Strategic Blueprint's First Trust Large Cap Growth AlphaDEX Fund position peaked at $851K in Q3 2021.
167 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2023.

Based on Strategic Blueprint's 13F filing for Q1 2023, filed 28 Apr 2023.