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Financial Gravity Companies’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$11K Buy
+217
New +$11K 0.01% 571
2018
Q1 		$11K Buy
+217
New +$11.8K 0.01% 574

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Financial Gravity Companies's FTA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2018: 217 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FTA as recently as Q1 2018.

Financial Gravity Companies first reported a position in FTA in Q1 2018 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold FTA as of Q4 2018.

  • Financial Gravity Companies held 217 shares of First Trust Large Cap Value AlphaDEX Fund worth $11K as of Q4 2018.
  • First Trust Large Cap Value AlphaDEX Fund was a new Financial Gravity Companies position in Q4 2018.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #571 holding.
  • Financial Gravity Companies first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2018 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.