VisionPoint Advisory Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

VisionPoint Advisory Group’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 Q2	–	Sell	-9,946	Closed	-$596K	–	116
2020 Q1	$596K	Buy	9,946 +592	+6%	+$41.7K	0.28%	49
2019 Q4	$682K	Sell	9,354 -55	-0.6%	-$3.89K	0.28%	58
2019 Q3	$656K	Sell	9,409 -170	-2%	-$12.1K	0.18%	59
2019 Q2	$674K	Sell	9,579 -187	-2%	-$12.8K	0.19%	59
2019 Q1	$654K	Buy	9,766 +3,490	+56%	+$221K	0.18%	67
2018 Q4	$360K	Buy	+6,276	New	+$390K	0.12%	71

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VisionPoint Advisory Group's FTC Position: Q2 2020 in Review

VisionPoint Advisory Group sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2020, closing a stake of 9,946 shares — an estimated $596K sold.

VisionPoint Advisory Group first reported a position in FTC in Q4 2018 and held it in 6 quarters. The position peaked at $682K in Q4 2019. 127 funds tracked by Wall St. Rank hold FTC as of Q2 2020.

VisionPoint Advisory Group reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
VisionPoint Advisory Group sold 9,946 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2020, an estimated $596K.
VisionPoint Advisory Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2018 and held it in 6 quarters.
VisionPoint Advisory Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $682K in Q4 2019.
127 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2020.

Based on VisionPoint Advisory Group's 13F filing for Q2 2020, filed 14 Aug 2020.