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Well Done LLC’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Well Done LLC’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
2024
Q1 		– Sell
-7,351
Closed -$521K – 190
2023
Q4 		$521K Buy
+7,351
New +$486K 0.1% 113

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 22.9% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Well Done LLC's FTA Position: Q1 2024 in Review

Well Done LLC sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2024, closing a stake of 7,351 shares — an estimated $521K sold.

Well Done LLC first reported a position in FTA in Q4 2023 and held it in 1 quarter. The position peaked at $521K in Q4 2023. 205 funds tracked by Wall St. Rank hold FTA as of Q1 2024.

  • Well Done LLC reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Well Done LLC sold 7,351 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2024, an estimated $521K.
  • Well Done LLC first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Well Done LLC's First Trust Large Cap Value AlphaDEX Fund position peaked at $521K in Q4 2023.
  • 205 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2024.

Based on Well Done LLC's 13F filing for Q1 2024, filed 18 Apr 2024.