True Link Financial Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

True Link Financial Advisors’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 Q4	–	Sell	-10,247	Closed	-$992K	–	73
2023 Q3	$992K	Hold	10,247	–	–	0.12%	49
2023 Q2	$1.04M	Hold	10,247	–	–	0.13%	48
2023 Q1	$953K	Hold	10,247	–	–	0.12%	57
2022 Q4	$937K	Hold	10,247	–	–	0.13%	55
2022 Q3	$877K	Hold	10,247	–	–	0.13%	60
2022 Q2	$903K	Sell	10,247 -3	-0%	-$287	0.14%	62
2022 Q1	$1.09M	Buy	10,250 +9,914	+2,951%	+$1.05M	0.16%	53
2021 Q4	$40K	Buy	+336	New	+$39.8K	0.01%	491

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

True Link Financial Advisors's FTC Position: Q4 2023 in Review

True Link Financial Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2023, closing a stake of 10,247 shares — an estimated $992K sold.

True Link Financial Advisors first reported a position in FTC in Q4 2021 and held it in 8 quarters. The position peaked at $1.09M in Q1 2022. 192 funds tracked by Wall St. Rank hold FTC as of Q4 2023.

True Link Financial Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 10,247 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2023, an estimated $992K.
True Link Financial Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and held it in 8 quarters.
True Link Financial Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.09M in Q1 2022.
192 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.