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

United Capital 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
2019
Q1 		– Sell
-8,248
Closed -$381K – 1367
2018
Q4 		$381K Buy
8,248
+440
+6% +$22.3K ﹤0.01% 992
2018
Q3 		$423K Buy
7,808
+828
+12% +$44.8K ﹤0.01% 1002
2018
Q2 		$365K Buy
+6,980
New +$370K ﹤0.01% 1024

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

United Capital Financial Advisors's FTA Position: Q1 2019 in Review

United Capital Financial Advisors sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2019, closing a stake of 8,248 shares — an estimated $381K sold.

United Capital Financial Advisors first reported a position in FTA in Q2 2018 and held it in 3 quarters. The position peaked at $423K in Q3 2018. 112 funds tracked by Wall St. Rank hold FTA as of Q1 2019.

  • United Capital Financial Advisors reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,248 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2019, an estimated $381K.
  • United Capital Financial Advisors first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's First Trust Large Cap Value AlphaDEX Fund position peaked at $423K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.