MassMutual Private Wealth & Trust’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

MassMutual Private Wealth & Trust’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
2024 Q1	–	Sell	-1,048	Closed	-$74.2K	–	2077
2023 Q4	$74.2K	Hold	1,048	–	–	﹤0.01%	520
2023 Q3	$67.9K	Hold	1,048	–	–	﹤0.01%	524
2023 Q2	$69.9K	Hold	1,048	–	–	﹤0.01%	493
2023 Q1	$69.6K	Buy	+1,048	New	+$71.8K	﹤0.01%	472

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

MassMutual Private Wealth & Trust's FTA Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2024, closing a stake of 1,048 shares — an estimated $74.2K sold.

MassMutual Private Wealth & Trust first reported a position in FTA in Q1 2023 and held it in 4 quarters. The position peaked at $74.2K in Q4 2023. 205 funds tracked by Wall St. Rank hold FTA as of Q1 2024.

MassMutual Private Wealth & Trust reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,048 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2024, an estimated $74.2K.
MassMutual Private Wealth & Trust first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2023 and held it in 4 quarters.
MassMutual Private Wealth & Trust's First Trust Large Cap Value AlphaDEX Fund position peaked at $74.2K in Q4 2023.
205 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.