Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-320
Closed -$20.7K – 197
2023
Q3 		$20.7K Buy
+320
New +$21.7K ﹤0.01% 266

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KWM
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RJFSA
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Legacy Financial Group (Iowa)'s FTA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2023, closing a stake of 320 shares — an estimated $20.7K sold.

Legacy Financial Group (Iowa) first reported a position in FTA in Q3 2023 and held it in 1 quarter. The position peaked at $20.7K in Q3 2023. 194 funds tracked by Wall St. Rank hold FTA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 320 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2023, an estimated $20.7K.
  • Legacy Financial Group (Iowa) first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s First Trust Large Cap Value AlphaDEX Fund position peaked at $20.7K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.