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

SeaCrest 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
-2,544
Closed -$201K – 674
2024
Q3 		$201K Buy
+2,544
New +$194K 0.02% 615
2023
Q4 		– Sell
-3,729
Closed -$242K – 635
2023
Q3 		$242K Sell
3,729
-439
-11% -$29.7K 0.03% 516
2023
Q2 		$278K Sell
4,168
-2
-0% -$130 0.04% 485
2023
Q1 		$277K Sell
4,170
-13
-0.3% -$890 0.04% 487
2022
Q4 		$275K Sell
4,183
-17
-0.4% -$1.1K 0.04% 471
2022
Q3 		$242K Sell
4,200
-201
-5% -$12.9K 0.04% 490
2022
Q2 		$273K Sell
4,401
-510
-10% -$34.5K 0.03% 498
2022
Q1 		$346K Buy
4,911
+480
+11% +$33.5K 0.04% 472
2021
Q4 		$310K Sell
4,431
-21
-0.5% -$1.42K 0.03% 504
2021
Q3 		$287K Sell
4,452
-19
-0.4% -$1.25K 0.03% 504
2021
Q2 		$294K Buy
4,471
+23
+0.5% +$1.53K 0.04% 508
2021
Q1 		$283K Buy
+4,448
New +$265K 0.04% 498
2020
Q4 		– Sell
-4,706
Closed -$220K – 634
2020
Q3 		$220K Sell
4,706
-992
-17% -$46.7K 0.04% 487
2020
Q2 		$259K Sell
5,698
-11,985
-68% -$516K 0.04% 443
2020
Q1 		$651K Buy
17,683
+3,557
+25% +$177K 0.14% 167
2019
Q4 		$798K Buy
14,126
+1,172
+9% +$62.8K 0.13% 176
2019
Q3 		$668K Buy
12,954
+1,445
+13% +$74.1K 0.13% 199
2019
Q2 		$600K Buy
+11,509
New +$596K 0.12% 203

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

SeaCrest Wealth Management's FTA Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2024, closing a stake of 2,544 shares — an estimated $201K sold.

SeaCrest Wealth Management first reported a position in FTA in Q2 2019 and held it in 18 quarters. The position peaked at $798K in Q4 2019. 217 funds tracked by Wall St. Rank hold FTA as of Q4 2024.

  • SeaCrest Wealth Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,544 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2024, an estimated $201K.
  • SeaCrest Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2019 and held it in 18 quarters.
  • SeaCrest Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $798K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.