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Verus Capital Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Verus Capital Partners’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
Q1 		$72K Sell
1,946
-8,692
-82% -$432K 0.02% 393
2019
Q4 		$601K Buy
+10,638
New +$570K 0.2% 84

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Verus Capital Partners's FTA Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust Large Cap Value AlphaDEX Fund (FTA) stake by 82% in Q1 2020, selling an estimated $432K and leaving 1,946 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #393.

Verus Capital Partners first reported a position in FTA in Q4 2019 and has held it in 2 quarters since. The position peaked at $601K in Q4 2019. 112 funds tracked by Wall St. Rank hold FTA as of Q1 2020.

  • Verus Capital Partners held 1,946 shares of First Trust Large Cap Value AlphaDEX Fund worth $72K as of Q1 2020.
  • Verus Capital Partners sold 8,692 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2020, an estimated $432K.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #393 holding.
  • Verus Capital Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's First Trust Large Cap Value AlphaDEX Fund position peaked at $601K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.