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Harbour Capital Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Harbour Capital 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
2017
Q2 		– Sell
-66
Closed -$3.25K – 367
2017
Q1 		$3.25K Buy
+66
New +$3.21K ﹤0.01% 633

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Harbour Capital Advisors's FTA Position: Q2 2017 in Review

Harbour Capital Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2017, closing a stake of 66 shares — an estimated $3.25K sold.

Harbour Capital Advisors first reported a position in FTA in Q1 2017 and held it in 1 quarter. The position peaked at $3.25K in Q1 2017. 96 funds tracked by Wall St. Rank hold FTA as of Q2 2017.

  • Harbour Capital Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Harbour Capital Advisors sold 66 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2017, an estimated $3.25K.
  • Harbour Capital Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Harbour Capital Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $3.25K in Q1 2017.
  • 96 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2017.

Based on Harbour Capital Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.