Retirement Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Retirement Group’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
2019 Q4	$6K	Buy	+103	New	+$5.52K	﹤0.01%	428

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Retirement Group's FTA Position: Q4 2019 in Review

Retirement Group opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2019: 103 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings.

138 funds tracked by Wall St. Rank hold FTA as of Q4 2019.

Retirement Group held 103 shares of First Trust Large Cap Value AlphaDEX Fund worth $6K as of Q4 2019.
First Trust Large Cap Value AlphaDEX Fund was a new Retirement Group position in Q4 2019.
First Trust Large Cap Value AlphaDEX Fund made up ﹤0.01% of Retirement Group's portfolio in Q4 2019, its #428 holding.
138 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.