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tru Independence’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

tru Independence’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
Q3 		– Sell
-3
Closed – – 532
2020
Q2 		$0 Sell
3
-147
-98% -$10.3K ﹤0.01% 892
2020
Q1 		$9 Hold
150
– – ﹤0.01% 445
2019
Q4 		$9K Buy
+150
New +$10.6K ﹤0.01% 574

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

tru Independence's FTC Position: Q3 2020 in Review

tru Independence sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2020, closing a stake of 3 shares.

tru Independence first reported a position in FTC in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 131 funds tracked by Wall St. Rank hold FTC as of Q3 2020.

  • tru Independence reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 3 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2020.
  • tru Independence first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and held it in 3 quarters.
  • tru Independence's First Trust Large Cap Growth AlphaDEX Fund position peaked at $9K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.