Total Clarity Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Total Clarity Wealth Management’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	-190	Closed	-$12K	–	485
2022 Q2	$12K	Buy	+190	New	+$12.9K	0.01%	626
2020 Q1	–	Sell	-360	Closed	-$20K	–	263
2019 Q4	$20K	Buy	+360	New	+$19.3K	0.02%	395

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

Total Clarity Wealth Management's FTA Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2022, closing a stake of 190 shares — an estimated $12K sold.

Total Clarity Wealth Management first reported a position in FTA in Q4 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 155 funds tracked by Wall St. Rank hold FTA as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 190 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2022, an estimated $12K.
Total Clarity Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
Total Clarity Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $20K in Q4 2019.
155 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.