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

WealthPLAN 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
2023
Q3 		– Sell
-65
Closed -$4.33K – 595
2023
Q2 		$4.33K Hold
65
– – ﹤0.01% 939
2023
Q1 		$4.32K Buy
+65
New +$4.45K ﹤0.01% 1027

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

WealthPLAN Partners's FTA Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2023, closing a stake of 65 shares — an estimated $4.33K sold.

WealthPLAN Partners first reported a position in FTA in Q1 2023 and held it in 2 quarters. The position peaked at $4.33K in Q2 2023. 183 funds tracked by Wall St. Rank hold FTA as of Q3 2023.

  • WealthPLAN Partners reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 65 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2023, an estimated $4.33K.
  • WealthPLAN Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's First Trust Large Cap Value AlphaDEX Fund position peaked at $4.33K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.