SouthState Corp’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

SouthState Corp’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
2023 Q3	–	Sell	-200	Closed	-$13.3K	–	650
2023 Q2	$13.3K	Hold	200	–	–	﹤0.01%	449
2023 Q1	$13.3K	Buy	+200	New	+$13.7K	﹤0.01%	481

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $312M AUM 14.19% 1-Year Est. Return

SouthState Corp's FTA Position: Q3 2023 in Review

SouthState Corp sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2023, closing a stake of 200 shares — an estimated $13.3K sold.

SouthState Corp first reported a position in FTA in Q1 2023 and held it in 2 quarters. The position peaked at $13.3K in Q2 2023. 182 funds tracked by Wall St. Rank hold FTA as of Q3 2023.

SouthState Corp reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
SouthState Corp sold 200 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2023, an estimated $13.3K.
SouthState Corp first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
SouthState Corp's First Trust Large Cap Value AlphaDEX Fund position peaked at $13.3K in Q2 2023.
182 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2023.

Based on SouthState Corp's 13F filing for Q3 2023, filed 7 Nov 2023.