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

Clearview Wealth 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
2023 Q3	–	Sell	-129	Closed	-$8.63K	–	302
2023 Q2	$8.63K	Buy	129 +1	+0.8%	+$65	0.01%	382
2023 Q1	$8.55K	Hold	128	–	–	0.01%	388
2022 Q4	$8.44K	Buy	128 +1	+0.8%	+$65	0.01%	352
2022 Q3	$7K	Buy	127 +1	+0.8%	+$64	0.01%	376
2022 Q2	$8K	Sell	126 -326	-72%	-$22.1K	0.01%	383
2022 Q1	$32K	Hold	452	–	–	0.02%	241
2021 Q4	$32K	Hold	452	–	–	0.02%	270
2021 Q3	$29K	Buy	452 +3	+0.7%	+$198	0.02%	290
2021 Q2	$30K	Buy	449 +1	+0.2%	+$66	0.02%	293
2021 Q1	$29K	Buy	448 +1	+0.2%	+$60	0.02%	289
2020 Q4	$25K	Buy	+447	New	+$23.1K	0.02%	276

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

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

Envestnet Asset Management

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

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

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

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

Midwest Heritage Bank West Des Moines, Iowa $312M AUM 14.19% 1-Year Est. Return