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Associated Banc-Corp’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Associated Banc-Corp’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
2020
Q4 		– Sell
-953
Closed -$44K – 997
2020
Q3 		$44K Hold
953
– – ﹤0.01% 369
2020
Q2 		$43K Hold
953
– – ﹤0.01% 371
2020
Q1 		$35K Buy
+953
New +$47.4K ﹤0.01% 364

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Associated Banc-Corp's FTA Position: Q4 2020 in Review

Associated Banc-Corp sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2020, closing a stake of 953 shares — an estimated $44K sold.

Associated Banc-Corp first reported a position in FTA in Q1 2020 and held it in 3 quarters. The position peaked at $44K in Q3 2020. 121 funds tracked by Wall St. Rank hold FTA as of Q4 2020.

  • Associated Banc-Corp reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Associated Banc-Corp sold 953 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2020, an estimated $44K.
  • Associated Banc-Corp first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2020 and held it in 3 quarters.
  • Associated Banc-Corp's First Trust Large Cap Value AlphaDEX Fund position peaked at $44K in Q3 2020.
  • 121 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2020.

Based on Associated Banc-Corp's 13F filing for Q4 2020, filed 11 Feb 2021.