TWM
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Tradition Wealth Management’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Tradition 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
2023
Q4 		– Sell
-49
Closed -$3K – 1301
2023
Q3 		$3K Hold
49
– – ﹤0.01% 1295
2023
Q2 		$3K Buy
+49
New +$3.19K ﹤0.01% 1327

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tradition Wealth Management's FTA Position: Q4 2023 in Review

Tradition Wealth Management sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2023, closing a stake of 49 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in FTA in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 195 funds tracked by Wall St. Rank hold FTA as of Q4 2023.

  • Tradition Wealth Management reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 49 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's First Trust Large Cap Value AlphaDEX Fund position peaked at $3K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.