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

WealthOne’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
-1,746
Closed -$81K – 236
2018
Q4 		$81K Buy
+1,746
New +$88.6K 0.07% 138

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
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

WealthOne's FTA Position: Q1 2019 in Review

WealthOne sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2019, closing a stake of 1,746 shares — an estimated $81K sold.

WealthOne first reported a position in FTA in Q4 2018 and held it in 1 quarter. The position peaked at $81K in Q4 2018. 112 funds tracked by Wall St. Rank hold FTA as of Q1 2019.

  • WealthOne reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,746 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2019, an estimated $81K.
  • WealthOne first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's First Trust Large Cap Value AlphaDEX Fund position peaked at $81K in Q4 2018.
  • 112 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.