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

Woodward Diversified 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
2022 Q2	–	Sell	-1,934	Closed	-$206K	–	145
2022 Q1	$206K	Sell	1,934 -1,951	-50%	-$206K	0.13%	148
2021 Q4	$467K	Buy	+3,885	New	+$460K	0.27%	92

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Woodward Diversified Capital's FTC Position: Q2 2022 in Review

Woodward Diversified Capital sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2022, closing a stake of 1,934 shares — an estimated $206K sold.

Woodward Diversified Capital first reported a position in FTC in Q4 2021 and held it in 2 quarters. The position peaked at $467K in Q4 2021. 155 funds tracked by Wall St. Rank hold FTC as of Q2 2022.

Woodward Diversified Capital reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Woodward Diversified Capital sold 1,934 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $206K.
Woodward Diversified Capital first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
Woodward Diversified Capital's First Trust Large Cap Growth AlphaDEX Fund position peaked at $467K in Q4 2021.
155 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Woodward Diversified Capital's 13F filing for Q2 2022, filed 26 Jul 2022.