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

True Link 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
2023 Q4	–	Sell	-13,412	Closed	-$869K	–	72
2023 Q3	$869K	Hold	13,412	–	–	0.1%	59
2023 Q2	$894K	Hold	13,412	–	–	0.11%	57
2023 Q1	$891K	Hold	13,412	–	–	0.11%	61
2022 Q4	$883K	Hold	13,412	–	–	0.12%	56
2022 Q3	$774K	Hold	13,412	–	–	0.11%	64
2022 Q2	$833K	Buy	13,412 +115	+0.9%	+$7.79K	0.13%	66
2022 Q1	$938K	Buy	13,297 +12,740	+2,287%	+$890K	0.14%	64
2021 Q4	$39K	Buy	+557	New	+$37.7K	0.01%	494

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return