Suntrust Banks’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Suntrust Banks’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
2019 Q3	$4.87M	Buy	+98,697	New	+$5.06M	0.03%	356
2019 Q1	–	Sell	-89,834	Closed	-$4.57M	–	1302
2018 Q4	$4.57M	Sell	89,834 -4,399	-5%	-$223K	0.03%	326
2018 Q3	$4.79M	Buy	94,233 +18,267	+24%	+$988K	0.02%	332
2018 Q2	$3.86M	Sell	75,966 -14,972	-16%	-$793K	0.02%	375
2018 Q1	$4.63M	Buy	90,938 +15,063	+20%	+$822K	0.03%	319
2017 Q4	$3.86M	Buy	75,875 +9,757	+15%	+$514K	0.02%	331
2017 Q3	$3.36M	Buy	66,118 +14,100	+27%	+$710K	0.02%	376
2017 Q2	$2.61M	Buy	52,018 +10,124	+24%	+$502K	0.02%	431
2017 Q1	$1.99M	Buy	41,894 +29,365	+234%	+$1.43M	0.01%	471
2016 Q4	$586K	Buy	+12,529	New	+$562K	﹤0.01%	938

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Suntrust Banks's FTA Position: Q3 2019 in Review

Suntrust Banks opened a new position in First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2019: 98,697 shares worth $4.87M. The stake represents 0.03% of the portfolio and ranks #356 among its holdings. This is a return to the name: Suntrust Banks previously reported a position in FTA as recently as Q4 2018.

Suntrust Banks first reported a position in FTA in Q4 2016 and has held it in 10 quarters since. 114 funds tracked by Wall St. Rank hold FTA as of Q3 2019.

Suntrust Banks held 98,697 shares of First Trust Large Cap Value AlphaDEX Fund worth $4.87M as of Q3 2019.
First Trust Large Cap Value AlphaDEX Fund was a new Suntrust Banks position in Q3 2019.
First Trust Large Cap Value AlphaDEX Fund made up 0.03% of Suntrust Banks's portfolio in Q3 2019, its #356 holding.
Suntrust Banks first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2016 and has held it in 10 quarters since.
114 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.