AWM
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Accurate Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Accurate 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
2023
Q1 		– Sell
-41
Closed -$2.82K – 681
2022
Q4 		$2.82K Buy
+41
New +$2.66K ﹤0.01% 1131

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Accurate Wealth Management's FTA Position: Q1 2023 in Review

Accurate Wealth Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2023, closing a stake of 41 shares — an estimated $2.82K sold.

Accurate Wealth Management first reported a position in FTA in Q4 2022 and held it in 1 quarter. The position peaked at $2.82K in Q4 2022. 182 funds tracked by Wall St. Rank hold FTA as of Q1 2023.

  • Accurate Wealth Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 41 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2023, an estimated $2.82K.
  • Accurate Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $2.82K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.