Comprehensive Financial Consultants Institutional’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-1,097	Closed	-$76K	–	268
2021 Q4	$76K	Buy	+1,097	New	+$74.3K	0.05%	206

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FTA Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2022, closing a stake of 1,097 shares — an estimated $76K sold.

Comprehensive Financial Consultants Institutional first reported a position in FTA in Q4 2021 and held it in 1 quarter. The position peaked at $76K in Q4 2021. 158 funds tracked by Wall St. Rank hold FTA as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,097 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2022, an estimated $76K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Large Cap Value AlphaDEX Fund position peaked at $76K in Q4 2021.
158 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.