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

Simplicity Wealth’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
Q2 		– Sell
-2,623
Closed -$200K – 1266
2024
Q1 		$200K Buy
+2,623
New +$188K ﹤0.01% 1074

Other funds holding FTA

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simplicity Wealth's FTA Position: Q2 2024 in Review

Simplicity Wealth sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2024, closing a stake of 2,623 shares — an estimated $200K sold.

Simplicity Wealth first reported a position in FTA in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 198 funds tracked by Wall St. Rank hold FTA as of Q2 2024.

  • Simplicity Wealth reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,623 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2024, an estimated $200K.
  • Simplicity Wealth first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's First Trust Large Cap Value AlphaDEX Fund position peaked at $200K in Q1 2024.
  • 198 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.