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

Good Life 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
2024 Q4	–	Sell	-4,634	Closed	-$367K	–	527
2024 Q3	$367K	Buy	+4,634	New	+$354K	0.02%	418
2023 Q2	–	Sell	-7,088	Closed	-$471K	–	419
2023 Q1	$471K	Buy	+7,088	New	+$485K	0.06%	217

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Good Life Advisors's FTA Position: Q4 2024 in Review

Good Life Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2024, closing a stake of 4,634 shares — an estimated $367K sold.

Good Life Advisors first reported a position in FTA in Q1 2023 and held it in 2 quarters. The position peaked at $471K in Q1 2023. 217 funds tracked by Wall St. Rank hold FTA as of Q4 2024.

Good Life Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Good Life Advisors sold 4,634 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2024, an estimated $367K.
Good Life Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
Good Life Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $471K in Q1 2023.
217 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.