WealthShield Partners’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

WealthShield Partners’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 Q3	–	Sell	-733	Closed	-$81K	–	415
2021 Q2	$81K	Sell	733 -1	-0.1%	-$103	0.01%	390
2021 Q1	$72K	Buy	+734	New	+$72.7K	0.01%	395

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

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

RJFSA

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

WealthShield Partners's FTC Position: Q3 2021 in Review

WealthShield Partners sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q3 2021, closing a stake of 733 shares — an estimated $81K sold.

WealthShield Partners first reported a position in FTC in Q1 2021 and held it in 2 quarters. The position peaked at $81K in Q2 2021. 152 funds tracked by Wall St. Rank hold FTC as of Q3 2021.

WealthShield Partners reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 733 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $81K.
WealthShield Partners first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2021 and held it in 2 quarters.
WealthShield Partners's First Trust Large Cap Growth AlphaDEX Fund position peaked at $81K in Q2 2021.
152 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.