MinichMacGregor Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-28	Closed	-$1.84K	–	284
2022 Q4	$1.84K	Buy	+28	New	+$1.82K	﹤0.01%	570

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 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJA

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

MinichMacGregor Wealth Management's FTA Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2023, closing a stake of 28 shares — an estimated $1.84K sold.

MinichMacGregor Wealth Management first reported a position in FTA in Q4 2022 and held it in 1 quarter. The position peaked at $1.84K in Q4 2022. 182 funds tracked by Wall St. Rank hold FTA as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 28 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2023, an estimated $1.84K.
MinichMacGregor Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
MinichMacGregor Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.84K in Q4 2022.
182 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.