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Schrum Private Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Schrum Private Wealth Management’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
2024
Q4 		– Sell
-4,560
Closed -$361K – 143
2024
Q3 		$361K Buy
+4,560
New +$349K 0.19% 114

Other funds holding FTA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schrum Private Wealth Management's FTA Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2024, closing a stake of 4,560 shares — an estimated $361K sold.

Schrum Private Wealth Management first reported a position in FTA in Q3 2024 and held it in 1 quarter. The position peaked at $361K in Q3 2024. 217 funds tracked by Wall St. Rank hold FTA as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 4,560 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2024, an estimated $361K.
  • Schrum Private Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $361K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.