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Bogart Wealth LLC’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-50
Closed -$3K – 353
2017
Q4 		$3K Hold
50
– – ﹤0.01% 293
2017
Q3 		$3K Buy
+50
New +$2.52K ﹤0.01% 289

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bogart Wealth LLC's FTA Position: Q1 2018 in Review

Bogart Wealth LLC sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2018, closing a stake of 50 shares — an estimated $3K sold.

Bogart Wealth LLC first reported a position in FTA in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 111 funds tracked by Wall St. Rank hold FTA as of Q1 2018.

  • Bogart Wealth LLC reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Bogart Wealth LLC sold 50 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2018, an estimated $3K.
  • Bogart Wealth LLC first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2017 and held it in 2 quarters.
  • Bogart Wealth LLC's First Trust Large Cap Value AlphaDEX Fund position peaked at $3K in Q4 2017.
  • 111 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2018.

Based on Bogart Wealth LLC's 13F filing for Q1 2018, filed 13 Apr 2018.