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Aviance Capital Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Aviance Capital Management’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
2018
Q2 		– Sell
-103
Closed -$5K – 228
2018
Q1 		$5K Buy
+103
New +$5.62K ﹤0.01% 244

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Aviance Capital Management's FTA Position: Q2 2018 in Review

Aviance Capital Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2018, closing a stake of 103 shares — an estimated $5K sold.

Aviance Capital Management first reported a position in FTA in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 113 funds tracked by Wall St. Rank hold FTA as of Q2 2018.

  • Aviance Capital Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Aviance Capital Management sold 103 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2018, an estimated $5K.
  • Aviance Capital Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Aviance Capital Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $5K in Q1 2018.
  • 113 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.