Verus Capital Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Verus Capital Partners’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 Q1	$149K	Sell	2,489 -6,760	-73%	-$477K	0.05%	231
2019 Q4	$674K	Buy	+9,249	New	+$655K	0.22%	75

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

RJFSA

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

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

Verus Capital Partners's FTC Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 73% in Q1 2020, selling an estimated $477K and leaving 2,489 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #231.

Verus Capital Partners first reported a position in FTC in Q4 2019 and has held it in 2 quarters since. The position peaked at $674K in Q4 2019. 123 funds tracked by Wall St. Rank hold FTC as of Q1 2020.

Verus Capital Partners held 2,489 shares of First Trust Large Cap Growth AlphaDEX Fund worth $149K as of Q1 2020.
Verus Capital Partners sold 6,760 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $477K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.05% of Verus Capital Partners's portfolio in Q1 2020, its #231 holding.
Verus Capital Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $674K in Q4 2019.
123 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.