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

Edge 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
2017
Q4 		– Sell
-525
Closed -$26K – 929
2017
Q3 		$26K Sell
525
-415
-44% -$20.9K ﹤0.01% 617
2017
Q2 		$47K Buy
940
+415
+79% +$20.6K 0.01% 515
2017
Q1 		$25K Buy
+525
New +$25.5K ﹤0.01% 645

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Edge Advisors's FTA Position: Q4 2017 in Review

Edge Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2017, closing a stake of 525 shares — an estimated $26K sold.

Edge Advisors first reported a position in FTA in Q1 2017 and held it in 3 quarters. The position peaked at $47K in Q2 2017. 109 funds tracked by Wall St. Rank hold FTA as of Q4 2017.

  • Edge Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • Edge Advisors sold 525 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2017, an estimated $26K.
  • Edge Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2017 and held it in 3 quarters.
  • Edge Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $47K in Q2 2017.
  • 109 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2017.

Based on Edge Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.