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Plante Moran Financial Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Plante Moran Financial Advisors’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
2020
Q1 		– Sell
-37
Closed -$2K – 772
2019
Q4 		$2K Buy
+37
New +$1.98K ﹤0.01% 683

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's FTA Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2020, closing a stake of 37 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in FTA in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 112 funds tracked by Wall St. Rank hold FTA as of Q1 2020.

  • Plante Moran Financial Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 37 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2020, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $2K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.