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

Teamwork Financial Advisors’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
2020
Q2 		– Sell
-20,938
Closed -$771K – 192
2020
Q1 		$771K Buy
20,938
+3,290
+19% +$164K 0.48% 42
2019
Q4 		$997K Buy
+17,648
New +$946K 0.6% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Teamwork Financial Advisors's FTA Position: Q2 2020 in Review

Teamwork Financial Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2020, closing a stake of 20,938 shares — an estimated $771K sold.

Teamwork Financial Advisors first reported a position in FTA in Q4 2019 and held it in 2 quarters. The position peaked at $997K in Q4 2019. 113 funds tracked by Wall St. Rank hold FTA as of Q2 2020.

  • Teamwork Financial Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Teamwork Financial Advisors sold 20,938 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2020, an estimated $771K.
  • Teamwork Financial Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • Teamwork Financial Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $997K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2020.

Based on Teamwork Financial Advisors's 13F filing for Q2 2020, filed 13 Jul 2020.