Creative Capital Management Investments’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Creative Capital Management Investments’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	-531	Closed	-$40.6K	–	253
2024 Q1	$40.6K	Hold	531	–	–	0.02%	92
2023 Q4	$37.6K	Hold	531	–	–	0.02%	97
2023 Q3	$34.4K	Buy	+531	New	+$36K	0.02%	100

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

Creative Capital Management Investments's FTA Position: Q2 2024 in Review

Creative Capital Management Investments sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2024, closing a stake of 531 shares — an estimated $40.6K sold.

Creative Capital Management Investments first reported a position in FTA in Q3 2023 and held it in 3 quarters. The position peaked at $40.6K in Q1 2024. 198 funds tracked by Wall St. Rank hold FTA as of Q2 2024.

Creative Capital Management Investments reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Creative Capital Management Investments sold 531 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2024, an estimated $40.6K.
Creative Capital Management Investments first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2023 and held it in 3 quarters.
Creative Capital Management Investments's First Trust Large Cap Value AlphaDEX Fund position peaked at $40.6K in Q1 2024.
198 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2024.

Based on Creative Capital Management Investments's 13F filing for Q2 2024, filed 25 Jul 2024.