Realta Investment Advisors’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Realta Investment 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	-426	Closed	-$24K	–	696
2019 Q4	$24K	Hold	426	–	–	0.01%	862
2019 Q3	$22K	Sell	426 -299	-41%	-$15.3K	0.01%	886
2019 Q2	$38K	Buy	725 +482	+198%	+$24.9K	0.01%	739
2019 Q1	$13K	Buy	+243	New	+$12.3K	0.01%	859

Other funds holding FTA

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Realta Investment Advisors's FTA Position: Q1 2020 in Review

Realta Investment Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2020, closing a stake of 426 shares — an estimated $24K sold.

Realta Investment Advisors first reported a position in FTA in Q1 2019 and held it in 4 quarters. The position peaked at $38K in Q2 2019. 112 funds tracked by Wall St. Rank hold FTA as of Q1 2020.

Realta Investment Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 426 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2020, an estimated $24K.
Realta Investment Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $38K in Q2 2019.
112 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.