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

TD Ameritrade 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
2023
Q3 		– Sell
-1,488
Closed -$151K – 171
2023
Q2 		$151K Sell
1,488
-13
-0.9% -$1.23K ﹤0.01% 188
2023
Q1 		$140K Sell
1,501
-6
-0.4% -$558 ﹤0.01% 201
2022
Q4 		$138K Sell
1,507
-861
-36% -$79.8K ﹤0.01% 212
2022
Q3 		$203K Buy
2,368
+225
+10% +$21.1K ﹤0.01% 208
2022
Q2 		$189K Sell
2,143
-95
-4% -$9.1K ﹤0.01% 222
2022
Q1 		$239K Sell
2,238
-108
-5% -$11.4K ﹤0.01% 231
2021
Q4 		$282K Sell
2,346
-364
-13% -$43.1K ﹤0.01% 219
2021
Q3 		$227K Buy
2,710
+192
+8% +$21.9K ﹤0.01% 207
2021
Q2 		$276K Sell
2,518
-114
-4% -$11.8K ﹤0.01% 210
2021
Q1 		$255K Hold
2,632
– – ﹤0.01% 204
2020
Q4 		$255K Sell
2,632
-78
-3% -$7.03K ﹤0.01% 204
2020
Q3 		$227K Sell
2,710
-198
-7% -$16.3K ﹤0.01% 207
2020
Q2 		$223K Buy
2,908
+507
+21% +$35.6K ﹤0.01% 204
2020
Q1 		$144K Buy
2,401
+1,935
+415% +$136K ﹤0.01% 217
2019
Q4 		$34K Buy
466
+424
+1,010% +$30K ﹤0.01% 348
2019
Q3 		$3K Hold
42
– – ﹤0.01% 569
2019
Q2 		$3K Buy
42
+10
+31% +$682 ﹤0.01% 537
2019
Q1 		$2K Sell
32
-11
-26% -$698 ﹤0.01% 515
2018
Q4 		$2K Buy
+43
New +$2.67K ﹤0.01% 530

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TD Ameritrade Investment Management's FTC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2023, closing a stake of 1,488 shares — an estimated $151K sold.

TD Ameritrade Investment Management first reported a position in FTC in Q4 2018 and held it in 19 quarters. The position peaked at $282K in Q4 2021. 181 funds tracked by Wall St. Rank hold FTC as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,488 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2023, an estimated $151K.
  • TD Ameritrade Investment Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $282K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.