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

Clear Point 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 Q4	–	Sell	-542	Closed	-$42.9K	–	267
2024 Q3	$42.9K	Buy	542 +3	+0.6%	+$229	0.03%	210
2024 Q2	$39.6K	Buy	539 +3	+0.6%	+$223	0.03%	211
2024 Q1	$41K	Buy	536 +6	+1%	+$430	0.03%	216
2023 Q4	$37.6K	Buy	+530	New	+$35K	0.03%	210

Other funds holding FTA

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Clear Point Advisors's FTA Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2024, closing a stake of 542 shares — an estimated $42.9K sold.

Clear Point Advisors first reported a position in FTA in Q4 2023 and held it in 4 quarters. The position peaked at $42.9K in Q3 2024. 217 funds tracked by Wall St. Rank hold FTA as of Q4 2024.

Clear Point Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 542 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2024, an estimated $42.9K.
Clear Point Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $42.9K in Q3 2024.
217 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.