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B. Riley Wealth Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-6,575
Closed -$484K – 1322
2024
Q2 		$484K Sell
6,575
-6,650
-50% -$494K 0.01% 834
2024
Q1 		$857K Buy
13,225
+4,657
+54% +$334K 0.02% 578
2023
Q4 		$607K Sell
8,568
-4,657
-35% -$308K 0.02% 717
2023
Q3 		$857K Buy
13,225
+784
+6% +$53.1K 0.02% 578
2023
Q2 		$830K Buy
12,441
+2,371
+24% +$154K 0.02% 631
2023
Q1 		$669K Buy
10,070
+4,078
+68% +$279K 0.02% 698
2022
Q4 		$394K Buy
5,992
+1,045
+21% +$67.8K 0.01% 891
2022
Q3 		$286K Buy
4,947
+1,124
+29% +$72.3K 0.01% 1032
2022
Q2 		$238K Sell
3,823
-414
-10% -$28K 0.01% 970
2022
Q1 		$299K Sell
4,237
-349
-8% -$24.4K 0.01% 1011
2021
Q4 		$321K Buy
4,586
+296
+7% +$20K 0.01% 1031
2021
Q3 		$277K Buy
4,290
+585
+16% +$38.7K 0.01% 1084
2021
Q2 		$244K Sell
3,705
-129
-3% -$8.56K 0.01% 1129
2021
Q1 		$245K Buy
3,834
+164
+4% +$9.79K 0.01% 1099
2020
Q4 		$202K Sell
3,670
-2,206
-38% -$114K 0.01% 923
2020
Q3 		$275K Buy
+5,876
New +$277K 0.01% 733
2020
Q1 		– Sell
-3,905
Closed -$221K – 836
2019
Q4 		$221K Sell
3,905
-992
-20% -$53.2K 0.02% 725
2019
Q3 		$253K Buy
4,897
+142
+3% +$7.28K 0.02% 649
2019
Q2 		$248K Sell
4,755
-173
-4% -$8.95K 0.03% 639
2019
Q1 		$255K Buy
4,928
+58
+1% +$2.94K 0.03% 564
2018
Q4 		$226K Sell
4,870
-379
-7% -$19.2K 0.03% 540
2018
Q3 		$285K Buy
5,249
+81
+2% +$4.38K 0.03% 514
2018
Q2 		$271K Buy
5,168
+105
+2% +$5.56K 0.04% 508
2018
Q1 		$267K Sell
5,063
-84
-2% -$4.58K 0.04% 489
2017
Q4 		$282K Buy
+5,147
New +$271K 0.04% 470
2015
Q1 		– Sell
-120
Closed -$5K – 1079
2014
Q4 		$5K Buy
+120
New +$5.13K ﹤0.01% 3145
2014
Q3 		– Sell
-120
Closed -$5.22K – 1103
2014
Q2 		$5.22K Buy
+120
New +$5.06K ﹤0.01% 2029

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's FTA Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2024, closing a stake of 6,575 shares — an estimated $484K sold.

B. Riley Wealth Advisors first reported a position in FTA in Q2 2014 and held it in 27 quarters. The position peaked at $857K in Q1 2024. 204 funds tracked by Wall St. Rank hold FTA as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,575 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2024, an estimated $484K.
  • B. Riley Wealth Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2014 and held it in 27 quarters.
  • B. Riley Wealth Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $857K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.