Investors Financial Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-19,439	Closed	-$1.36M	–	65
2021 Q4	$1.36M	Sell	19,439 -3,606	-16%	-$244K	0.63%	39
2021 Q3	$1.49M	Sell	23,045 -447	-2%	-$29.5K	0.79%	30
2021 Q2	$1.54M	Sell	23,492 -2,080	-8%	-$138K	0.83%	28
2021 Q1	$1.63M	Sell	25,572 -147	-0.6%	-$8.77K	0.95%	24
2020 Q4	$1.41M	Sell	25,719 -495	-2%	-$25.6K	0.93%	23
2020 Q3	$1.22M	Buy	26,214 +275	+1%	+$13K	0.91%	24
2020 Q2	$1.18M	Sell	25,939 -1,876	-7%	-$80.8K	0.97%	26
2020 Q1	$1.02M	Buy	27,815 +204	+0.7%	+$10.1K	1.03%	28
2019 Q4	$1.56M	Buy	+27,611	New	+$1.48M	1.27%	23

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

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

RJA

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

Investors Financial Group's FTA Position: Q1 2022 in Review

Investors Financial Group sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2022, closing a stake of 19,439 shares — an estimated $1.36M sold.

Investors Financial Group first reported a position in FTA in Q4 2019 and held it in 9 quarters. The position peaked at $1.63M in Q1 2021. 158 funds tracked by Wall St. Rank hold FTA as of Q1 2022.

Investors Financial Group reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 19,439 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2022, an estimated $1.36M.
Investors Financial Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2019 and held it in 9 quarters.
Investors Financial Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.63M in Q1 2021.
158 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.