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Trinity Legacy Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Trinity Legacy Partners’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
2020
Q4 		– Sell
-3,358
Closed -$300K – 97
2020
Q3 		$300K Sell
3,358
-144
-4% -$11.8K 0.14% 63
2020
Q2 		$277K Sell
3,502
-587
-14% -$41.2K 0.14% 64
2020
Q1 		$236K Buy
+4,089
New +$288K 0.17% 56

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Trinity Legacy Partners's FTC Position: Q4 2020 in Review

Trinity Legacy Partners sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2020, closing a stake of 3,358 shares — an estimated $300K sold.

Trinity Legacy Partners first reported a position in FTC in Q1 2020 and held it in 3 quarters. The position peaked at $300K in Q3 2020. 143 funds tracked by Wall St. Rank hold FTC as of Q4 2020.

  • Trinity Legacy Partners reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Trinity Legacy Partners sold 3,358 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2020, an estimated $300K.
  • Trinity Legacy Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2020 and held it in 3 quarters.
  • Trinity Legacy Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $300K in Q3 2020.
  • 143 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2020.

Based on Trinity Legacy Partners's 13F filing for Q4 2020, filed 20 Jan 2021.