Salomon & Ludwin’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Salomon & Ludwin’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	-600	Closed	-$34K	–	236
2019 Q4	$34K	Hold	600	–	–	0.01%	125
2019 Q3	$31K	Hold	600	–	–	0.01%	121
2019 Q2	$31K	Hold	600	–	–	0.01%	112
2019 Q1	$31K	Sell	600 -1,750	-74%	-$88.6K	0.01%	109
2018 Q4	$109K	Buy	+2,350	New	+$119K	0.03%	57

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

Salomon & Ludwin's FTA Position: Q1 2020 in Review

Salomon & Ludwin sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2020, closing a stake of 600 shares — an estimated $34K sold.

Salomon & Ludwin first reported a position in FTA in Q4 2018 and held it in 5 quarters. The position peaked at $109K in Q4 2018. 112 funds tracked by Wall St. Rank hold FTA as of Q1 2020.

Salomon & Ludwin reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Salomon & Ludwin sold 600 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2020, an estimated $34K.
Salomon & Ludwin first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2018 and held it in 5 quarters.
Salomon & Ludwin's First Trust Large Cap Value AlphaDEX Fund position peaked at $109K in Q4 2018.
112 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2020.

Based on Salomon & Ludwin's 13F filing for Q1 2020, filed 3 Apr 2020.