Wealth Advisors’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Wealth Advisors’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
2021 Q4	–	Sell	-1,895	Closed	-$207K	–	83
2021 Q3	$207K	Hold	1,895	–	–	0.08%	69
2021 Q2	$214K	Buy	+1,895	New	+$196K	0.08%	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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealth Advisors's FTC Position: Q4 2021 in Review

Wealth Advisors sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2021, closing a stake of 1,895 shares — an estimated $207K sold.

Wealth Advisors first reported a position in FTC in Q2 2021 and held it in 2 quarters. The position peaked at $214K in Q2 2021. 176 funds tracked by Wall St. Rank hold FTC as of Q4 2021.

Wealth Advisors reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Wealth Advisors sold 1,895 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2021, an estimated $207K.
Wealth Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2021 and held it in 2 quarters.
Wealth Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $214K in Q2 2021.
176 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2021.

Based on Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.