Core Wealth Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Core Wealth Partners’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 Q2	–	Sell	-2,766	Closed	-$211K	–	151
2024 Q1	$211K	Buy	+2,766	New	+$198K	0.16%	129

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

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Core Wealth Partners's FTA Position: Q2 2024 in Review

Core Wealth Partners sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2024, closing a stake of 2,766 shares — an estimated $211K sold.

Core Wealth Partners first reported a position in FTA in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 198 funds tracked by Wall St. Rank hold FTA as of Q2 2024.

Core Wealth Partners reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Core Wealth Partners sold 2,766 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2024, an estimated $211K.
Core Wealth Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
Core Wealth Partners's First Trust Large Cap Value AlphaDEX Fund position peaked at $211K in Q1 2024.
198 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2024.

Based on Core Wealth Partners's 13F filing for Q2 2024, filed 14 Aug 2024.