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

ARS Wealth Advisors 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
2022
Q3 		– Sell
-7,563
Closed -$470K – 156
2022
Q2 		$470K Buy
+7,563
New +$512K 0.06% 107

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ARS Wealth Advisors Group's FTA Position: Q3 2022 in Review

ARS Wealth Advisors Group sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2022, closing a stake of 7,563 shares — an estimated $470K sold.

ARS Wealth Advisors Group first reported a position in FTA in Q2 2022 and held it in 1 quarter. The position peaked at $470K in Q2 2022. 155 funds tracked by Wall St. Rank hold FTA as of Q3 2022.

  • ARS Wealth Advisors Group reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 7,563 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2022, an estimated $470K.
  • ARS Wealth Advisors Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • ARS Wealth Advisors Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $470K in Q2 2022.
  • 155 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2022, filed 8 Nov 2022.