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

Vigilant Capital Management’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
2022
Q4 		– Sell
-112
Closed -$10K – 522
2022
Q3 		$10K Buy
+112
New +$10.5K ﹤0.01% 461

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vigilant Capital Management's FTC Position: Q4 2022 in Review

Vigilant Capital Management sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2022, closing a stake of 112 shares — an estimated $10K sold.

Vigilant Capital Management first reported a position in FTC in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 165 funds tracked by Wall St. Rank hold FTC as of Q4 2022.

  • Vigilant Capital Management reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 112 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2022, an estimated $10K.
  • Vigilant Capital Management first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
  • Vigilant Capital Management's First Trust Large Cap Growth AlphaDEX Fund position peaked at $10K in Q3 2022.
  • 165 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.