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

WealthShield 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
2021 Q3	–	Sell	-320	Closed	-$21K	–	414
2021 Q2	$21K	Hold	320	–	–	﹤0.01%	645
2021 Q1	$20K	Buy	+320	New	+$19.1K	﹤0.01%	660

Other funds holding FTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthShield Partners's FTA Position: Q3 2021 in Review

WealthShield Partners sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2021, closing a stake of 320 shares — an estimated $21K sold.

WealthShield Partners first reported a position in FTA in Q1 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 127 funds tracked by Wall St. Rank hold FTA as of Q3 2021.

WealthShield Partners reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 320 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2021, an estimated $21K.
WealthShield Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2021 and held it in 2 quarters.
WealthShield Partners's First Trust Large Cap Value AlphaDEX Fund position peaked at $21K in Q2 2021.
127 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.