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

Bridgeworth’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
Q3 		– Sell
-25
Closed -$1K – 277
2018
Q2 		$1K Buy
+25
New +$1.32K ﹤0.01% 587

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bridgeworth's FTA Position: Q3 2018 in Review

Bridgeworth sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2018, closing a stake of 25 shares — an estimated $1K sold.

Bridgeworth first reported a position in FTA in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 110 funds tracked by Wall St. Rank hold FTA as of Q3 2018.

  • Bridgeworth reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 25 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2018, an estimated $1K.
  • Bridgeworth first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's First Trust Large Cap Value AlphaDEX Fund position peaked at $1K in Q2 2018.
  • 110 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.