S.C. Financial Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

S.C. Financial Services’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
2022 Q4	$830K	Buy	12,616 +61	+0.5%	+$3.96K	1.28%	23
2022 Q3	$724K	Sell	12,555 -3,156	-20%	-$203K	1.15%	22
2022 Q2	$976K	Sell	15,711 -1,975	-11%	-$134K	1.5%	14
2022 Q1	$1.25M	Sell	17,686 -163	-0.9%	-$11.4K	1.6%	13
2021 Q4	$1.29M	Buy	+17,849	New	+$1.21M	1.48%	16

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

S.C. Financial Services's FTA Position: Q4 2022 in Review

S.C. Financial Services increased its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 0.49% in Q4 2022, buying an estimated $3.96K and bringing the position to 12,616 shares worth $830K. The position accounts for 1.28% of the portfolio, ranked #23.

S.C. Financial Services first reported a position in FTA in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.29M in Q4 2021. 181 funds tracked by Wall St. Rank hold FTA as of Q4 2022.

S.C. Financial Services held 12,616 shares of First Trust Large Cap Value AlphaDEX Fund worth $830K as of Q4 2022.
S.C. Financial Services bought 61 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2022, an estimated $3.96K.
First Trust Large Cap Value AlphaDEX Fund made up 1.28% of S.C. Financial Services's portfolio in Q4 2022, its #23 holding.
S.C. Financial Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.29M in Q4 2021.
181 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.