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

Veritable’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
2021
Q2 		– Sell
-2,555
Closed -$250K – 876
2021
Q1 		$250K Hold
2,555
– – ﹤0.01% 715
2020
Q4 		$247K Hold
2,555
– – ﹤0.01% 689
2020
Q3 		$215K Buy
+2,555
New +$210K ﹤0.01% 676

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Veritable's FTC Position: Q2 2021 in Review

Veritable sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2021, closing a stake of 2,555 shares — an estimated $250K sold.

Veritable first reported a position in FTC in Q3 2020 and held it in 3 quarters. The position peaked at $250K in Q1 2021. 147 funds tracked by Wall St. Rank hold FTC as of Q2 2021.

  • Veritable reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Veritable sold 2,555 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $250K.
  • Veritable first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2020 and held it in 3 quarters.
  • Veritable's First Trust Large Cap Growth AlphaDEX Fund position peaked at $250K in Q1 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Veritable's 13F filing for Q2 2021, filed 16 Aug 2021.