True Capital Management’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$810K Sell
8,708
-189
-2% -$17.6K 0.55% 45
2022
Q4
$813K Buy
+8,897
New +$825K 0.66% 42

Other funds holding FTC

True Capital Management's FTC Position: Q1 2023 in Review

True Capital Management reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 2.1% in Q1 2023, selling an estimated $17.6K and leaving 8,708 shares worth $810K. The position accounts for 0.55% of the portfolio, ranked #45.

True Capital Management first reported a position in FTC in Q4 2022 and has held it in 2 quarters since. The position peaked at $813K in Q4 2022. 167 funds tracked by Wall St. Rank hold FTC as of Q1 2023.

  • True Capital Management held 8,708 shares of First Trust Large Cap Growth AlphaDEX Fund worth $810K as of Q1 2023.
  • True Capital Management sold 189 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2023, an estimated $17.6K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.55% of True Capital Management's portfolio in Q1 2023, its #45 holding.
  • True Capital Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2022 and has held it in 2 quarters since.
  • True Capital Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $813K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.