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Independent Portfolio Consultants’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Independent Portfolio Consultants’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 		$17K Buy
+345
New +$17.1K 0.01% 632

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

Independent Portfolio Consultants's FTA Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2017: 345 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings.

96 funds tracked by Wall St. Rank hold FTA as of Q2 2017.

  • Independent Portfolio Consultants held 345 shares of First Trust Large Cap Value AlphaDEX Fund worth $17K as of Q2 2017.
  • First Trust Large Cap Value AlphaDEX Fund was a new Independent Portfolio Consultants position in Q2 2017.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #632 holding.
  • 96 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.