Mairs & Power Inc’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Mairs & Power 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	-7,174	Closed	-$336K	–	203
2016 Q4	$336K	Sell	7,174 -2,900	-29%	-$130K	﹤0.01%	161
2016 Q3	$429K	Sell	10,074 -3,000	-23%	-$126K	0.01%	148
2016 Q2	$522K	Buy	13,074 +4,434	+51%	+$178K	0.01%	129
2016 Q1	$351K	Sell	8,640 -400	-4%	-$15K	0.01%	146
2015 Q4	$347K	Sell	9,040 -4,650	-34%	-$184K	0.01%	150
2015 Q3	$517K	Sell	13,690 -1,000	-7%	-$40.3K	0.01%	129
2015 Q2	$624K	Hold	14,690	–	–	0.01%	125
2015 Q1	$643K	Hold	14,690	–	–	0.01%	128
2014 Q4	$642K	Sell	14,690 -10,854	-42%	-$464K	0.01%	132
2014 Q3	$1.08M	Sell	25,544 -2,215	-8%	-$96.1K	0.02%	118
2014 Q2	$1.21M	Buy	27,759 +3,464	+14%	+$146K	0.02%	115
2014 Q1	$1M	Buy	24,295 +4,376	+22%	+$174K	0.01%	123
2013 Q4	$801K	Buy	+19,919	New	+$773K	0.01%	128

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

Mairs & Power Inc's FTA Position: Q1 2017 in Review

Mairs & Power Inc sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2017, closing a stake of 7,174 shares — an estimated $336K sold.

Mairs & Power Inc first reported a position in FTA in Q4 2013 and held it in 13 quarters. The position peaked at $1.21M in Q2 2014. 90 funds tracked by Wall St. Rank hold FTA as of Q1 2017.

Mairs & Power Inc reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Mairs & Power Inc sold 7,174 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2017, an estimated $336K.
Mairs & Power Inc first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2013 and held it in 13 quarters.
Mairs & Power Inc's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.21M in Q2 2014.
90 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2017.

Based on Mairs & Power Inc's 13F filing for Q1 2017, filed 15 May 2017.