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Navellier & Associates’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Navellier & Associates’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
2013
Q3 		– Sell
-7,000
Closed -$244K – 286
2013
Q2 		$244K Buy
+7,000
New +$243K 0.01% 239

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
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
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Navellier & Associates's FTA Position: Q3 2013 in Review

Navellier & Associates sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2013, closing a stake of 7,000 shares — an estimated $244K sold.

Navellier & Associates first reported a position in FTA in Q2 2013 and held it in 1 quarter. The position peaked at $244K in Q2 2013. 41 funds tracked by Wall St. Rank hold FTA as of Q3 2013.

  • Navellier & Associates reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2013 after selling out during the quarter.
  • Navellier & Associates sold 7,000 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2013, an estimated $244K.
  • Navellier & Associates first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2013 and held it in 1 quarter.
  • Navellier & Associates's First Trust Large Cap Value AlphaDEX Fund position peaked at $244K in Q2 2013.
  • 41 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2013.

Based on Navellier & Associates's 13F filing for Q3 2013, filed 5 Nov 2013.