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

WFG 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
2017
Q2 		$334K Sell
6,078
-311
-5% -$16.8K 0.08% 268
2017
Q1 		$336K Sell
6,389
-1,693
-21% -$87.3K 0.09% 240
2016
Q4 		$396K Sell
8,082
-779
-9% -$38.3K 0.1% 236
2016
Q3 		$447K Sell
8,861
-517
-6% -$26.3K 0.11% 195
2016
Q2 		$468K Buy
9,378
+1,106
+13% +$53.8K 0.12% 176
2016
Q1 		$399K Buy
8,272
+1,266
+18% +$58K 0.12% 192
2015
Q4 		$338K Buy
7,006
+1,991
+40% +$96.1K 0.1% 210
2015
Q3 		$229K Buy
5,015
+741
+17% +$35.9K 0.07% 262
2015
Q2 		$208K Buy
4,274
+2
+0% +$98 0.06% 335
2015
Q1 		$208K Buy
4,272
+451
+12% +$21.4K 0.06% 340
2014
Q4 		$178K Buy
3,821
+606
+19% +$27.2K 0.04% 467
2014
Q3 		$140K Sell
3,215
-151
-4% -$6.64K 0.03% 544
2014
Q2 		$148K Buy
3,366
+304
+10% +$12.8K 0.03% 530
2014
Q1 		$128K Buy
3,062
+2
+0.1% +$82 0.03% 555
2013
Q4 		$125K Buy
3,060
+522
+21% +$20.3K 0.02% 659
2013
Q3 		$94K Buy
2,538
+302
+14% +$11K 0.01% 715
2013
Q2 		$78K Buy
+2,236
New +$76.9K 0.01% 743

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

WFG Advisors's FTC Position: Q2 2017 in Review

WFG Advisors reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 4.9% in Q2 2017, selling an estimated $16.8K and leaving 6,078 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #268.

WFG Advisors first reported a position in FTC in Q2 2013 and has held it in 17 quarters since. The position peaked at $468K in Q2 2016. 72 funds tracked by Wall St. Rank hold FTC as of Q2 2017.

  • WFG Advisors held 6,078 shares of First Trust Large Cap Growth AlphaDEX Fund worth $334K as of Q2 2017.
  • WFG Advisors sold 311 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2017, an estimated $16.8K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #268 holding.
  • WFG Advisors first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's First Trust Large Cap Growth AlphaDEX Fund position peaked at $468K in Q2 2016.
  • 72 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.