TF
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Tompkins Financial’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Tompkins Financial’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
-69
Closed -$6K – 637
2022
Q4 		$6K Hold
69
– – ﹤0.01% 515
2022
Q3 		$6K Hold
69
– – ﹤0.01% 511
2022
Q2 		$6K Hold
69
– – ﹤0.01% 500
2022
Q1 		$7K Buy
+69
New +$7.28K ﹤0.01% 510

Other funds holding FTC

M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tompkins Financial's FTC Position: Q1 2023 in Review

Tompkins Financial sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2023, closing a stake of 69 shares — an estimated $6K sold.

Tompkins Financial first reported a position in FTC in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 167 funds tracked by Wall St. Rank hold FTC as of Q1 2023.

  • Tompkins Financial reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Tompkins Financial sold 69 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2023, an estimated $6K.
  • Tompkins Financial first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2022 and held it in 4 quarters.
  • Tompkins Financial's First Trust Large Cap Growth AlphaDEX Fund position peaked at $7K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2023.

Based on Tompkins Financial's 13F filing for Q1 2023, filed 20 Apr 2023.