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

Waterloo Capital’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
2023
Q4 		– Sell
-8,701
Closed -$842K – 379
2023
Q3 		$842K Buy
+8,701
New +$876K 0.25% 72

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Waterloo Capital's FTC Position: Q4 2023 in Review

Waterloo Capital sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2023, closing a stake of 8,701 shares — an estimated $842K sold.

Waterloo Capital first reported a position in FTC in Q3 2023 and held it in 1 quarter. The position peaked at $842K in Q3 2023. 192 funds tracked by Wall St. Rank hold FTC as of Q4 2023.

  • Waterloo Capital reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Waterloo Capital sold 8,701 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2023, an estimated $842K.
  • Waterloo Capital first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Waterloo Capital's First Trust Large Cap Growth AlphaDEX Fund position peaked at $842K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2023.

Based on Waterloo Capital's 13F filing for Q4 2023, filed 13 Feb 2024.