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Capital Analysts LLC’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Capital Analysts 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
2019
Q3 		– Sell
-305
Closed -$16K – 707
2019
Q2 		$16K Buy
+305
New +$15.8K ﹤0.01% 479

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Capital Analysts LLC's FTA Position: Q3 2019 in Review

Capital Analysts LLC sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2019, closing a stake of 305 shares — an estimated $16K sold.

Capital Analysts LLC first reported a position in FTA in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 114 funds tracked by Wall St. Rank hold FTA as of Q3 2019.

  • Capital Analysts LLC reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Capital Analysts LLC sold 305 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2019, an estimated $16K.
  • Capital Analysts LLC first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Capital Analysts LLC's First Trust Large Cap Value AlphaDEX Fund position peaked at $16K in Q2 2019.
  • 114 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2019.

Based on Capital Analysts LLC's 13F filing for Q3 2019, filed 12 Nov 2019.