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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

Clearview Wealth Advisors's FTA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2023, closing a stake of 129 shares — an estimated $8.63K sold.

Clearview Wealth Advisors first reported a position in FTA in Q4 2020 and held it in 11 quarters. The position peaked at $32K in Q1 2022. 183 funds tracked by Wall St. Rank hold FTA as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 129 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2023, an estimated $8.63K.
Clearview Wealth Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $32K in Q1 2022.
183 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.