9WM
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9258 Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

9258 Wealth Management’s Portfolio FTA Stock Details FTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$963K Hold
12,168
– – 0.14% 125
2024
Q2 		$896K Buy
12,168
+1,955
+19% +$145K 0.14% 129
2024
Q1 		$780K Buy
+10,213
New +$733K 0.12% 146

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

9258 Wealth Management's FTA Position: Q3 2024 in Review

9258 Wealth Management held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q3 2024 at 12,168 shares worth $963K. The position accounts for 0.14% of the portfolio, ranked #125.

9258 Wealth Management first reported a position in FTA in Q1 2024 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold FTA as of Q3 2024.

  • 9258 Wealth Management held 12,168 shares of First Trust Large Cap Value AlphaDEX Fund worth $963K as of Q3 2024.
  • 9258 Wealth Management left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q3 2024.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.14% of 9258 Wealth Management's portfolio in Q3 2024, its #125 holding.
  • 9258 Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2024 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.