Synovus Financial’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Synovus Financial’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
2022 Q3	–	Sell	-4,048	Closed	-$251K	–	860
2022 Q2	$251K	Buy	4,048 +607	+18%	+$41.1K	﹤0.01%	753
2022 Q1	$243K	Hold	3,441	–	–	﹤0.01%	780
2021 Q4	$240K	Sell	3,441 -704	-17%	-$47.7K	﹤0.01%	791
2021 Q3	$268K	Sell	4,145 -550	-12%	-$36.3K	﹤0.01%	743
2021 Q2	$308K	Hold	4,695	–	–	﹤0.01%	717
2021 Q1	$299K	Hold	4,695	–	–	﹤0.01%	651
2020 Q4	$258K	Hold	4,695	–	–	﹤0.01%	680
2020 Q3	$218K	Hold	4,695	–	–	﹤0.01%	663
2020 Q2	$214K	Sell	4,695 -38,910	-89%	-$1.68M	﹤0.01%	631
2020 Q1	$1.61M	Buy	43,605 +35,739	+454%	+$1.78M	0.02%	298
2019 Q4	$445K	Buy	7,866 +3,316	+73%	+$178K	0.01%	496
2019 Q3	$235K	Hold	4,550	–	–	﹤0.01%	624
2019 Q2	$237K	Sell	4,550 -1,450	-24%	-$75K	﹤0.01%	578
2019 Q1	$309K	Hold	6,000	–	–	0.01%	517
2018 Q4	$277K	Sell	6,000 -1,585	-21%	-$80.4K	0.01%	507
2018 Q3	$411K	Sell	7,585 -100	-1%	-$5.41K	0.01%	480
2018 Q2	$402K	Hold	7,685	–	–	0.01%	463
2018 Q1	$405K	Hold	7,685	–	–	0.01%	461
2017 Q4	$420K	Hold	7,685	–	–	0.01%	447
2017 Q3	$393K	Hold	7,685	–	–	0.01%	447
2017 Q2	$386K	Sell	7,685 -1,900	-20%	-$94.2K	0.01%	459
2017 Q1	$473K	Hold	9,585	–	–	0.01%	370
2016 Q4	$449K	Hold	9,585	–	–	0.01%	360
2016 Q3	$408K	Hold	9,585	–	–	0.01%	365
2016 Q2	$382K	Buy	9,585 +941	+11%	+$37.8K	0.01%	376
2016 Q1	$351K	Hold	8,644	–	–	0.01%	385
2015 Q4	$332K	Hold	8,644	–	–	0.01%	378
2015 Q3	$326K	Hold	8,644	–	–	0.01%	379
2015 Q2	$367K	Sell	8,644 -730	-8%	-$32.4K	0.01%	369
2015 Q1	$410K	Hold	9,374	–	–	0.01%	371
2014 Q4	$410K	Hold	9,374	–	–	0.01%	370
2014 Q3	$398K	Hold	9,374	–	–	0.01%	361
2014 Q2	$408K	Hold	9,374	–	–	0.01%	340
2014 Q1	$387K	Hold	9,374	–	–	0.01%	339
2013 Q4	$377K	Hold	9,374	–	–	0.01%	324
2013 Q3	$344K	Hold	9,374	–	–	0.01%	326
2013 Q2	$327K	Buy	+9,374	New	+$325K	0.01%	331

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Synovus Financial's FTA Position: Q3 2022 in Review

Synovus Financial sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2022, closing a stake of 4,048 shares — an estimated $251K sold.

Synovus Financial first reported a position in FTA in Q2 2013 and held it in 37 quarters. The position peaked at $1.61M in Q1 2020. 155 funds tracked by Wall St. Rank hold FTA as of Q3 2022.

Synovus Financial reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Synovus Financial sold 4,048 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2022, an estimated $251K.
Synovus Financial first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2013 and held it in 37 quarters.
Synovus Financial's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.61M in Q1 2020.
155 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2022.

Based on Synovus Financial's 13F filing for Q3 2022, filed 27 Oct 2022.