FWM
FTA icon

ForthRight Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

ForthRight Wealth Management’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
2021
Q1 		– Sell
-1,540
Closed -$85K – 81
2020
Q4 		$85K Buy
+1,540
New +$79.6K 0.07% 51

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ForthRight Wealth Management's FTA Position: Q1 2021 in Review

ForthRight Wealth Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2021, closing a stake of 1,540 shares — an estimated $85K sold.

ForthRight Wealth Management first reported a position in FTA in Q4 2020 and held it in 1 quarter. The position peaked at $85K in Q4 2020. 141 funds tracked by Wall St. Rank hold FTA as of Q1 2021.

  • ForthRight Wealth Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,540 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2021, an estimated $85K.
  • ForthRight Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $85K in Q4 2020.
  • 141 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.