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Aris Wealth Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Aris Wealth Services’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
2015
Q3 		$37K Hold
983
– – 0.08% 107
2015
Q2 		$42K Buy
+983
New +$43.6K 0.04% 235

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aris Wealth Services's FTA Position: Q3 2015 in Review

Aris Wealth Services held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q3 2015 at 983 shares worth $37K. The position accounts for 0.08% of the portfolio, ranked #107.

Aris Wealth Services first reported a position in FTA in Q2 2015 and has held it in 2 quarters since. The position peaked at $42K in Q2 2015. 74 funds tracked by Wall St. Rank hold FTA as of Q3 2015.

  • Aris Wealth Services held 983 shares of First Trust Large Cap Value AlphaDEX Fund worth $37K as of Q3 2015.
  • Aris Wealth Services left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q3 2015.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.08% of Aris Wealth Services's portfolio in Q3 2015, its #107 holding.
  • Aris Wealth Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's First Trust Large Cap Value AlphaDEX Fund position peaked at $42K in Q2 2015.
  • 74 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.