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Arden Trust’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Arden Trust’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
2019
Q2 		– Sell
-26,430
Closed -$1.36M – 356
2019
Q1 		$1.36M Buy
26,430
+9,185
+53% +$465K 0.22% 102
2018
Q4 		$797K Buy
17,245
+8,095
+88% +$411K 0.14% 151
2018
Q3 		$496K Buy
+9,150
New +$495K 0.08% 229

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Arden Trust's FTA Position: Q2 2019 in Review

Arden Trust sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2019, closing a stake of 26,430 shares — an estimated $1.36M sold.

Arden Trust first reported a position in FTA in Q3 2018 and held it in 3 quarters. The position peaked at $1.36M in Q1 2019. 122 funds tracked by Wall St. Rank hold FTA as of Q2 2019.

  • Arden Trust reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Arden Trust sold 26,430 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2019, an estimated $1.36M.
  • Arden Trust first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2018 and held it in 3 quarters.
  • Arden Trust's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.36M in Q1 2019.
  • 122 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2019.

Based on Arden Trust's 13F filing for Q2 2019, filed 23 Jul 2019.