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Householder Group Estate & Retirement Specialist’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q2 		– Sell
-15,574
Closed -$1.1M – 195
2022
Q1 		$1.1M Buy
+15,574
New +$1.09M 0.44% 54

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FTA Position: Q2 2022 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2022, closing a stake of 15,574 shares — an estimated $1.1M sold.

Householder Group Estate & Retirement Specialist first reported a position in FTA in Q1 2022 and held it in 1 quarter. The position peaked at $1.1M in Q1 2022. 161 funds tracked by Wall St. Rank hold FTA as of Q2 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 15,574 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2022, an estimated $1.1M.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.1M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2022, filed 18 Jul 2022.