Kelman-Lazarov Inc’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-250	Closed	-$11.7K	–	151
2016 Q4	$11.7K	Hold	250	–	–	0.01%	251
2016 Q3	$10.6K	Sell	250 -26,000	-99%	-$1.09M	0.01%	292
2016 Q2	$1.05M	Sell	26,250 -8,585	-25%	-$345K	0.6%	52
2016 Q1	$1.41M	Buy	+34,835	New	+$1.3M	0.83%	38

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

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

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

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

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 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

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

Kelman-Lazarov Inc's FTA Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2017, closing a stake of 250 shares — an estimated $11.7K sold.

Kelman-Lazarov Inc first reported a position in FTA in Q1 2016 and held it in 4 quarters. The position peaked at $1.41M in Q1 2016. 90 funds tracked by Wall St. Rank hold FTA as of Q1 2017.

Kelman-Lazarov Inc reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 250 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2017, an estimated $11.7K.
Kelman-Lazarov Inc first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.41M in Q1 2016.
90 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.