Ground Swell Capital’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Ground Swell Capital’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
2014 Q3	$44K	Buy	+1,029	New	+$44.6K	0.08%	250

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ground Swell Capital's FTA Position: Q3 2014 in Review

Ground Swell Capital opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2014: 1,029 shares worth $44K. The stake represents 0.08% of the portfolio and ranks #250 among its holdings.

66 funds tracked by Wall St. Rank hold FTA as of Q3 2014.

Ground Swell Capital held 1,029 shares of First Trust Large Cap Value AlphaDEX Fund worth $44K as of Q3 2014.
First Trust Large Cap Value AlphaDEX Fund was a new Ground Swell Capital position in Q3 2014.
First Trust Large Cap Value AlphaDEX Fund made up 0.08% of Ground Swell Capital's portfolio in Q3 2014, its #250 holding.
66 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.