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Washington Trust Bank’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Washington Trust Bank’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
2015
Q1 		– Sell
-170
Closed -$7K – 817
2014
Q4 		$7K Buy
+170
New +$7.26K ﹤0.01% 755

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Washington Trust Bank's FTA Position: Q1 2015 in Review

Washington Trust Bank sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2015, closing a stake of 170 shares — an estimated $7K sold.

Washington Trust Bank first reported a position in FTA in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 73 funds tracked by Wall St. Rank hold FTA as of Q1 2015.

  • Washington Trust Bank reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • Washington Trust Bank sold 170 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2015, an estimated $7K.
  • Washington Trust Bank first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2014 and held it in 1 quarter.
  • Washington Trust Bank's First Trust Large Cap Value AlphaDEX Fund position peaked at $7K in Q4 2014.
  • 73 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2015.

Based on Washington Trust Bank's 13F filing for Q1 2015, filed 17 Apr 2015.