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Moisand Fitzgerald Tamayo’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Moisand Fitzgerald Tamayo’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
-448
Closed -$31.7K – 610
2023
Q4 		$31.7K Buy
+448
New +$29.6K 0.01% 214

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
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

Moisand Fitzgerald Tamayo's FTA Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2024, closing a stake of 448 shares — an estimated $31.7K sold.

Moisand Fitzgerald Tamayo first reported a position in FTA in Q4 2023 and held it in 1 quarter. The position peaked at $31.7K in Q4 2023. 205 funds tracked by Wall St. Rank hold FTA as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 448 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2024, an estimated $31.7K.
  • Moisand Fitzgerald Tamayo first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's First Trust Large Cap Value AlphaDEX Fund position peaked at $31.7K in Q4 2023.
  • 205 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.