Altus Wealth Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Altus Wealth Group’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 Q3	–	Sell	-3,763	Closed	-$251K	–	132
2023 Q2	$251K	Hold	3,763	–	–	0.15%	117
2023 Q1	$250K	Hold	3,763	–	–	0.17%	113
2022 Q4	$248K	Buy	+3,763	New	+$244K	0.19%	111
2021 Q1	–	Sell	-2,036	Closed	-$112K	–	395
2020 Q4	$112K	Buy	+2,036	New	+$105K	0.11%	126

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

Altus Wealth Group's FTA Position: Q3 2023 in Review

Altus Wealth Group sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2023, closing a stake of 3,763 shares — an estimated $251K sold.

Altus Wealth Group first reported a position in FTA in Q4 2020 and held it in 4 quarters. The position peaked at $251K in Q2 2023. 183 funds tracked by Wall St. Rank hold FTA as of Q3 2023.

Altus Wealth Group reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Altus Wealth Group sold 3,763 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2023, an estimated $251K.
Altus Wealth Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2020 and held it in 4 quarters.
Altus Wealth Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $251K in Q2 2023.
183 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2023.

Based on Altus Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.