World Equity Group’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

World Equity Group’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 Q4	–	Sell	-9,822	Closed	-$777K	–	370
2024 Q3	$777K	Sell	9,822 -6,558	-40%	-$501K	0.28%	81
2024 Q2	$1.21M	Buy	+16,380	New	+$1.22M	0.36%	77
2022 Q3	–	Sell	-7,552	Closed	-$469K	–	335
2022 Q2	$469K	Buy	+7,552	New	+$511K	0.12%	187

Other funds holding FTA

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

World Equity Group's FTA Position: Q4 2024 in Review

World Equity Group sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2024, closing a stake of 9,822 shares — an estimated $777K sold.

World Equity Group first reported a position in FTA in Q2 2022 and held it in 3 quarters. The position peaked at $1.21M in Q2 2024. 217 funds tracked by Wall St. Rank hold FTA as of Q4 2024.

World Equity Group reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
World Equity Group sold 9,822 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2024, an estimated $777K.
World Equity Group first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2022 and held it in 3 quarters.
World Equity Group's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.21M in Q2 2024.
217 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.