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

First Manhattan’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
2023 Q1	–	Sell	-148	Closed	-$9.74K	–	1588
2022 Q4	$9.74K	Hold	148	–	–	﹤0.01%	1252
2022 Q3	$8K	Hold	148	–	–	﹤0.01%	1243
2022 Q2	$9K	Hold	148	–	–	﹤0.01%	1241
2022 Q1	$10K	Buy	+148	New	+$10.3K	﹤0.01%	1273

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Manhattan's FTA Position: Q1 2023 in Review

First Manhattan sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2023, closing a stake of 148 shares — an estimated $9.74K sold.

First Manhattan first reported a position in FTA in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 181 funds tracked by Wall St. Rank hold FTA as of Q1 2023.

First Manhattan reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
First Manhattan sold 148 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2023, an estimated $9.74K.
First Manhattan first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2022 and held it in 4 quarters.
First Manhattan's First Trust Large Cap Value AlphaDEX Fund position peaked at $10K in Q1 2022.
181 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2023.

Based on First Manhattan's 13F filing for Q1 2023, filed 15 May 2023.