Wagner Wealth Management (South Carolina)’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Wagner Wealth Management (South Carolina)’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	-239	Closed	-$20K	–	426
2022 Q3	$20K	Buy	239 +7	+3%	+$655	0.01%	313
2022 Q2	$20K	Buy	+232	New	+$22.2K	0.02%	328
2022 Q1	–	Sell	-232	Closed	-$28K	–	382
2021 Q4	$28K	Sell	232 -28	-11%	-$3.31K	0.02%	340
2021 Q3	$31K	Sell	260 -3	-1%	-$342	0.02%	312
2021 Q2	$29K	Hold	263	–	–	0.02%	333
2021 Q1	$26K	Buy	+263	New	+$26.1K	0.02%	315

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

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

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FTC Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2022, closing a stake of 239 shares — an estimated $20K sold.

Wagner Wealth Management (South Carolina) first reported a position in FTC in Q1 2021 and held it in 6 quarters. The position peaked at $31K in Q3 2021. 165 funds tracked by Wall St. Rank hold FTC as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 239 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2022, an estimated $20K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s First Trust Large Cap Growth AlphaDEX Fund position peaked at $31K in Q3 2021.
165 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.