FIB
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First Interstate Bank’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

First Interstate Bank’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
2019
Q4 		– Sell
-200
Closed -$10K – 569
2019
Q3 		$10K Buy
+200
New +$10.3K ﹤0.01% 498

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
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

First Interstate Bank's FTA Position: Q4 2019 in Review

First Interstate Bank sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2019, closing a stake of 200 shares — an estimated $10K sold.

First Interstate Bank first reported a position in FTA in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 138 funds tracked by Wall St. Rank hold FTA as of Q4 2019.

  • First Interstate Bank reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • First Interstate Bank sold 200 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2019, an estimated $10K.
  • First Interstate Bank first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2019 and held it in 1 quarter.
  • First Interstate Bank's First Trust Large Cap Value AlphaDEX Fund position peaked at $10K in Q3 2019.
  • 138 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2019.

Based on First Interstate Bank's 13F filing for Q4 2019, filed 6 Feb 2020.