Triton Wealth Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Triton Wealth 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
2022 Q2	–	Sell	-4,682	Closed	-$495K	–	90
2022 Q1	$495K	Hold	4,682	–	–	0.26%	51
2021 Q4	$495K	Hold	4,682	–	–	0.26%	51
2021 Q3	$544K	Hold	4,682	–	–	0.26%	57
2021 Q2	$538K	Hold	4,682	–	–	0.31%	56
2021 Q1	$469K	Hold	4,682	–	–	0.32%	62
2020 Q4	$451K	Hold	4,682	–	–	0.29%	44
2020 Q3	$400K	Sell	4,682 -171	-4%	-$14K	0.34%	41
2020 Q2	$394K	Buy	4,853 +278	+6%	+$19.5K	0.41%	42
2020 Q1	$312K	Buy	+4,575	New	+$323K	0.51%	37

Other funds holding FTC

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Triton Wealth Management's FTC Position: Q2 2022 in Review

Triton Wealth Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2022, closing a stake of 4,682 shares — an estimated $495K sold.

Triton Wealth Management first reported a position in FTC in Q1 2020 and held it in 9 quarters. The position peaked at $544K in Q3 2021. 155 funds tracked by Wall St. Rank hold FTC as of Q2 2022.

Triton Wealth Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Triton Wealth Management sold 4,682 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $495K.
Triton Wealth Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2020 and held it in 9 quarters.
Triton Wealth Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $544K in Q3 2021.
155 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Triton Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.