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Whitnell & Co’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Whitnell & Co’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
2018
Q1 		– Sell
-676
Closed -$41K – 412
2017
Q4 		$41K Buy
+676
New +$40.5K 0.02% 180

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Whitnell & Co's FTC Position: Q1 2018 in Review

Whitnell & Co sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2018, closing a stake of 676 shares — an estimated $41K sold.

Whitnell & Co first reported a position in FTC in Q4 2017 and held it in 1 quarter. The position peaked at $41K in Q4 2017. 94 funds tracked by Wall St. Rank hold FTC as of Q1 2018.

  • Whitnell & Co reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Whitnell & Co sold 676 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2018, an estimated $41K.
  • Whitnell & Co first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Whitnell & Co's First Trust Large Cap Growth AlphaDEX Fund position peaked at $41K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2018.

Based on Whitnell & Co's 13F filing for Q1 2018, filed 4 May 2018.