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Pacifica Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Pacifica Partners’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
Q3 		– Sell
-149
Closed -$10.9K – 519
2024
Q2 		$10.9K Hold
149
– – ﹤0.01% 354
2024
Q1 		$11.1K Hold
149
– – ﹤0.01% 350
2023
Q4 		$10.1K Hold
149
– – 0.01% 363
2023
Q3 		$9.4K Hold
149
– – 0.01% 352
2023
Q2 		$9.95K Hold
149
– – 0.01% 297
2023
Q1 		$9.72K Hold
149
– – 0.01% 316
2022
Q4 		$9.83K Hold
149
– – 0.01% 286
2022
Q3 		$9K Hold
149
– – 0.01% 305
2022
Q2 		$10K Sell
149
-521
-78% -$35.3K 0.01% 301
2022
Q1 		$47K Hold
670
– – 0.03% 176
2021
Q4 		$48K Buy
670
+149
+29% +$10.1K 0.03% 177
2021
Q3 		$34K Buy
+521
New +$34.4K 0.02% 185

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return