Ballew Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Ballew 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
2018 Q2	–	Sell	-455	Closed	-$24K	–	315
2018 Q1	$24K	Buy	+455	New	+$24.8K	0.02%	222

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ballew Advisors's FTA Position: Q2 2018 in Review

Ballew Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2018, closing a stake of 455 shares — an estimated $24K sold.

Ballew Advisors first reported a position in FTA in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 113 funds tracked by Wall St. Rank hold FTA as of Q2 2018.

Ballew Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
Ballew Advisors sold 455 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2018, an estimated $24K.
Ballew Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
Ballew Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $24K in Q1 2018.
113 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2018.

Based on Ballew Advisors's 13F filing for Q2 2018, filed 30 Jul 2018.