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

Zions Bancorporation’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 		$552K Hold
7,220
– – 0.03% 254
2024
Q3 		$571K Hold
7,220
– – 0.04% 244
2024
Q2 		$531K Buy
+7,220
New +$536K 0.04% 234

Other funds holding FTA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zions Bancorporation's FTA Position: Q4 2024 in Review

Zions Bancorporation held its First Trust Large Cap Value AlphaDEX Fund (FTA) position steady in Q4 2024 at 7,220 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #254.

Zions Bancorporation first reported a position in FTA in Q2 2024 and has held it in 3 quarters since. The position peaked at $571K in Q3 2024. 217 funds tracked by Wall St. Rank hold FTA as of Q4 2024.

  • Zions Bancorporation held 7,220 shares of First Trust Large Cap Value AlphaDEX Fund worth $552K as of Q4 2024.
  • Zions Bancorporation left its First Trust Large Cap Value AlphaDEX Fund share count unchanged in Q4 2024.
  • First Trust Large Cap Value AlphaDEX Fund made up 0.03% of Zions Bancorporation's portfolio in Q4 2024, its #254 holding.
  • Zions Bancorporation first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2024 and has held it in 3 quarters since.
  • Zions Bancorporation's First Trust Large Cap Value AlphaDEX Fund position peaked at $571K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.