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

Gradient Investments’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 Q3	–	Sell	-140	Closed	-$9K	–	1174
2021 Q2	$9K	Hold	140	–	–	﹤0.01%	780
2021 Q1	$9K	Sell	140 -8	-5%	-$477	﹤0.01%	780
2020 Q4	$7K	Hold	148	–	–	﹤0.01%	755
2020 Q3	$7K	Hold	148	–	–	﹤0.01%	761
2020 Q2	$7K	Hold	148	–	–	﹤0.01%	694
2020 Q1	$5K	Hold	148	–	–	﹤0.01%	775
2019 Q4	$8K	Buy	+148	New	+$7.93K	﹤0.01%	744
2017 Q2	–	Sell	-62	Closed	-$3K	–	831
2017 Q1	$3K	Buy	+62	New	+$3.01K	﹤0.01%	657

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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